Our Services
We provide comprehensive guidance to clients manage their assets and plan for the future.
• Estate Bond, Estate Preservation • Personal Enhanced Retirement (Insured Retirement Program or Sheltered Accumulation Plan)
• Intergenerational Wealth Transfer • Personal
IFA • Charitable Donation •
We help business owners and professional corporations optimize finances and secure financial stability.
• Corporate Strategies: Monetization of Shares
• Business Transition Planning, (Buy-Sell and Key Person insurance) • Corporate Tax Mitigation
• Immediate Financing Arrangement (IFA)
• Charitable Giving using your Corporation
• Enhanced Retirement • Corporate Retirement Strategies •
We help clients attain financial objectives through Investments.
• RRSP • TFSA • RESP • RDSP • FHSA
• Accumulation Annuities • Segregated Funds
• Mutual Funds • Guaranteed Investment Certificates • Guaranteed Investment Accounts
• HISA – High Interest Savings Accounts
• Investment Loans •
We provide different types of life insurance that suits your budget and needs. From Term, Permanent, Universal Life, Travel Insurance, Super Visa Insurance and Mortgage Protection insurance.
From Critical illness, Personal health, disability, long-term care and travel insurance, we’re here to guide you in getting the best coverage.
We’re here to make your retirement stress free and work with you to create a plan that fits your lifestyle and future goals. Allow us to assist you with your Payout Annuities; Registered Retirement Income Fund; Locked In Retirement Accounts; Group Pension Plans and Registered Pension Plans.
