facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

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