Financial Solutions

Services 2018-06-20T21:24:31+00:00

Our Services

As with life being a journey, the financial security planning process is also a journey.  One can say that if you don’t have a destination, then any road will do.  We believe a proper defined goal and destination is imperative in one’s life.  It is the cornerstone of success

We can help provide you with a financial road map to help you attain your goals.  Whether you are approaching retirement or looking to protect your assets. We can offer professional financial advice, products and services to get you there

Our goal is to assist you in making informed decisions about the most important aspects of your life.   We achieve this by first meeting with you to discuss your objectives and identifying needs.  Analyzing and creating a tailored plan based on your goals.  And then monitoring the progress and making changes if necessary, to get you there.

Products and services include:

  • Registered plans such as Registered Retirement Savings Plans, Locked-In Retirement Accounts and Tax-Free Saving Accounts
  • Estate Planning Solutions
  • RESP plans which are eligible for Canada Education Savings Grant
  • Annuities
  • Mutual funds*
  • Guaranteed Investment Certificates
  • Segregated Funds
  • Tax Efficient Investment Structures such as Corporate Class funds
  • Group retirement and savings plans
  • Life insurance
  • Long-term care, disability and critical illness insurance
  • Health Insurance Group health benefits

Ready to talk?

Let’s Talk