Our Services
We provide several services to Grow Your Wealth, Protect Your Wealth, and Create a Legacy. We also provide financial Seminars.
Risk Management
- Life Insurance – Term/Perm
- Critical Illness & Disability Insurance
- Long Term Care Insurance
- Group Benefits Analysis
Retirement Planning
- Retirement Income Analysis
- Assessment of Objectives
- Retirement Expenses Analysis
- Retirement Cash Flow Projection
Wealth Management
- Portfolio/Pension Analysis
- Diversified Product Offering
- Retirement/Education Plans (RRSP/RESP)
- Re-positioning/Re-balancing
- RRSP/Leverage Loans
Estate Planning
- Estate Planning Analysis
- Review Wills, EPA & PD
- Charitable estate Planning
- Business Succession Planning