Product's and Services

We offer a variety of financial products and services that work together to create your personalized financial plan.  When it comes to building your wealth and providing financial security, we strive for a long-term relationship with you.

Investments

  • RRSPs, RRIFs, TFSAs, LIRAs, locked-in RRSPs, non-registered accounts
  • GICs, term deposits, segregated funds, annuities
  • Investment Planning



Retirement Planning & Estate Planning
    


  • Group RRSPs and group benefits
  • RRSP's, RRIF's TFSA's and LIRA's
  • Understanding government benefits including Canada Pension Plan (CPP), Old Age Security (OAS), Government Income Supplement (GIS) and various tax incentives
  • Retirement Planning and Estate Planning using RazorPlan Software



Insurance

Sometimes things happen in life that you just can’t control.  It’s important to be prepared and protected against such circumstances.  Speak to us about your options for protecting against the what-ifs in life.

Our insurance services include:  



  • Term life insurance, universal life insurance, Participating (PAR) whole life insurance
  • Disability insurance 
  • Critical illness insurance
  • Long-term care insurance
  • Final Expense Insurance
  • Buy-sell agreements and key-person insurance
  • Group benefits
  • Insurance Planning and Estate Planning 



Education Planning

Post-secondary education may seem far away, but as tuition and expenses continue to rise, it makes sense to start planning for post-secondary education early on. 

Our products and services include:


  • RESPs
  • Participating (PAR) whole life insurance