For Individuals
You'll have access to finanacial solutions for all of life's important events.
We keep an eye on your big picture so you'll be covered every step of the way.
Investments
RRSPs, RRIFs, LIRA, LIF, Pension, Group RRSPs, Non-registered Savings Accounts, Tax-Free Savings Accounts, High Yielding Bank Savings Accounts, Mortgage Referrals and more.
We can help you establish the right mix for your retirement goals and will keep provide periodic reviews to ensure your goals remain in sight.
Life Insurance
Term, Whole Life, Universal Life, Mortgage Life Insurance that saves you money over insurance provided by a bank.
Finding the right match for your income replacement or estate planning needs may encompass one or more insurance options.
If you have Group Life coverage from work, typically, this will disappear after retirement. Talk to us about a long term solution.
Medical, Health and Travel Benefits
Drug, medical and dental coverage plus travel insurance that can be purchased by individuals, couples or families.
You may be covered under your employer’s plan now but you may need to consider what will happen after retirement.
Estate Planning
An integral part of a complete financial package and includes having a financial plan that balances your current needs with your long term goals such as: ongoing income, your family’s continuing medical care, education and support.
Long Term Care
A relatively new product concept offering an alternative to solely having to shoulder the financial burden of in-home care or the more significant costs of a seniors residence.
Single or couples coverage available.
Disability Income and Critical Illness
Providing you with funds if you are unable to work due to a medical condition.
Retirement Income Projections
Will your current plan provide the retirement lifestyle you desire?
It's important to have a Retirement Income Projection completed at least every five to ten years to ensure you are on track for a comfortable retirement and even more frequently as you approach retirement.
Free Investment Reviews
Looking for a second opinion on your portfolio? We offer Free Investment Reviews. Request yours today.
Fee For Service
One-on-one private sessions on retirement and estate planning.
