Need help planning? You’ve come to the right place
Protecting your family
Protecting your family is a thought that holds much priority, but are you
prepared to do so? It’s easy to respond to situations when they arise in the present, but it is not easy to look ahead and plan. What if you suffer a terrible injury? Get in a car accident? A family member falls seriously ill?
We can help you anticipate situations by preparing and aiding you with risk management so that you are ready at a moment’s notice.
Services we offer include (but are not limited to):
● term life insurance
● travel insurance
● disability insurance
● term life insurance
● health & dental, and more.
Investments
Planning your investments with us is not just filling out a form, handing us your money, and not hearing from us for a while. We work with you to understand and go through critical parts of the process. We make sure the investment plan makes sense to you and aligns with your expectations and risk tolerance.
We can assist you with creating a custom quality portfolio, issuing Guaranteed Investment Certificates, setting up your TFSA (tax free savings account), planning your RRSP (registered retirement savings plan), RDSP (Registered disability savings plan), RRIF (registered retirement income fund), RESP (registered education savings plan), LIF (life income fund) and LIRA (locked in retirement account). We also offer services in leveraged investing to help you finance your next investment.