Services

Our company has many services in different areas of financial planning such as:

Insurance Planning

Life

Health & Dental

Term Life

Whole Life

Participating Whole Life

Disability

Critical Illness

Long-Term Care

Group

Retirement Planning

Pension Plans

Defined Benefits

Defined Contributions

RRSP's

IPP and PPP

TFSA 

Mutual Funds vs Stocks

Succession Planning

...

Education Planning

RESP's

Estate Planning

....

Tax Planning

General Tax Knowledge

Incorporations

Self Proprietors

Divorce & Separation Planning

...

Small Business Planning

Short Term & Long Term Goals
Sole Proprietor vs. Incorporation

Business Buy-Ins

CPP & EI

Investments

Investment Planning

Stocks

Exchange Traded Funds (ETF)

Mutual Funds

Segregated Funds

Term Deposits

IPP/PPP