Financial Services

In Financial Planning we focus on developing strategies to support each client’s personal financial goals. We take a holistic approach in assisting clients’ goals by creating a written financial plan. After going through a series of information gathering exercises, we prepare a personalized financial plan for each client outlining strategies in terms of investments, insurance, loans, taxes and estate planning to help clients achieve their goals. Call us for a free no obligation written financial plan.

Services

We offer the following services

Insurance

Life Insurance

Critical Illness Insurance

Disability Insurance

Health & Dental Insurance

Investment

Retirement Plans (RRSPs)

Education Plans (RESPs)

Locked-In Plans (LIRAs)

RRIFs

Other

Group Benefit Plans

Charitable Giving

Estate Planning

Debt Solutions