What We Offer

FINANCIAL STRATEGIES

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ESTATE PLANNING
  • Estate bond
  • Charitable Donations
  • Reducing tax at death
  • Inter-generational transfer of wealth
RETIREMENT PLANNING
  • RRIFs, LIFs,LRIFs
  • Annuities
  • Pension options
  • Income projections
REGISTERED OPTIONS
  • RSP
  • Spousal Plans
  • Locked-in Plans
  • RESP
  • Income Options
  • Tax Free Savings Account
GROUP BENEFITS
  • Group RRSP
  • Group Pension
  • Group Life and Health
INSURANCE ANALYSIS
  • Life insurance
  • Disability insurance
  • Mortgage Insurance
  • Critical Illness Insurance
  • Long-term Care Insurance
  • Personal healthcare benefits
  • Travel Insurance
  • Health and Dental
TAX PLANNING
EDUCATION PLANS
  • RESPs
  • In-trust accounts
  • UL insurance
DEBT MANAGEMENT
INVESTMENT
  • Private Wealth Management
  •  Fee-based Accounts
  •  Stocks
  •  Bonds
  •  Exchange Traded Funds
PERSONAL DEFERRED COMPENSATION PLANS
  • Individual pension plans
  • RCAs
  • Collateral insurance