seeking to improve your finances?

We can help you with assessing your current financial situation and your future goals.   Our passion is helping clients to build and protect their wealth based on what is important to them.  

By asking the right questions, listening and helping your to clarify your goals - improvements can start now and be measured and reviewed regularly to help you achieve your dreams.

Protecting Lifestyle

  • Disability Insurance / Critical Illness Insurance
  • Life Insurance
  • Long Term Care
  • Health and Dental Insurance

Building Wealth

  • Investing - Segregated Funds and Guarantees
  • TFSA Tax Free Savings Account
  • RRSP Registered Retirement Savings Plan
  • RRIF Registered Retirement Income Funds

Tax and Estate Planning Opportunities for everyone - no one wants to pay more taxes than necessary!

Is a Tax Free Savings Account (TFSA) best for you, or a Registered Retirement Savings Account (RRSP's) or some of each?   Nearing retirement or age 71?  What about Registered Retirement Investment Funds (RRIF's) or a lifetime Annuity to protect against running out of money?  We will help you with options based on what you want to accomplish.

With segregated funds you have added guarantees that are not available with mutual funds or stocks.  

We are also specialists in helping clients effectively use insurance plans including Term Life Insurance, Whole Life, Universal Life, Personal and Business Disability Insurance and Critical Illness plans to protect their lifestyle and those they care deeply about.    

 

The rates for life insurance will depend on many factors, including the amount of coverage, the type of plan, whether you are male or female, your age, your smoking status and your health, occupation and avocations.
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