Financial Security, Living Benefits, Emergency Funds, Retirement Planning

We offer full financial planning product shelf to our clients throughout different stages and situations of their lives. From Financial Security, Living Benefits, Emergency Funds, to Retirement planning, these are the 4 major cornerstones of financial planning.

Services include

  • Life Insurance (Term and Permanent)

  • Living Benefit (Disability and Critical Illness)

  • Segregated Funds

  • GICs

  • Group Benefits Plan

  • Group Retirement Plan

  • Travel Insurance including Emergency Medical

  • Individual Health Plan

  • Certain Bank Products such as Loans, Line of Credits, Mortgage, and RRSP Loans

  • Investment Accounts both Registered Plan, Non-Registered Plan, Annuity, Education Savings

Need help with financial goal setting? We’ve got you covered.