Products & Services

familyFee for service planning and advisory firm for unbiased, personal tailored service.

 

Your goals, your dreams, your vision - the foundation of a tailored plan - powerful strategies to get you from where you're at today to where you want to go. The relief of having a partner on your side.

"The most important concept to understand is that all of the components work together; every financial instrument has an effect somewhere else in your plan. All of the pieces interlink - your investments, your insurances, your home and car, even your tax bracket. The perfect plan balances these components, moving with you through life's transitions. Our job is to supply that perfect plan and do the heavy lifting for you."

Protection:

  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Health and Dental Insurance
  • Travel Insurance

Investing:

  • RRSP, TFSA, LIRA, LIFF, RIFF 
  • Education Savings Plans - RESP
  • Investment & Segregated Funds
Real Estate:
  • Mortgages
  • Home Equity Lines
  • Reverse Mortgaging
  • Transition Strategies
  • Investment Real Estate
  • Joint Venture Advising

Legacy:

  • Enduring Power of Attorney
  • Personal Directive
  • Estate Trusts

Business to Business:

  • Key Person Insurance
  • Buy/Sell Insurance
  • Employee RSP Plans, IPPs
  • Group Health and Dental
  • Private Health Service Plans
  • Corporate Tax Planning and Tax Returns