Starting Out
- Investing in your financial goals is important to ensure a secure future, especially during uncertain times. We can not predict the future, but we can aid you through your financial journey and help you make the right decision for you and your family. Let us help you manage your finances and plan ahead for a prosperous future
- Services we offer to get you started on your journey:
- 1. Financial plan
- 2. Life insurance
- 3. Disability insurance
- 4. Critical Illness Insurance
- 5. TFSA
- 6. Retirement Planning
- 7. RRSP
- Our plans and services are tailored to your individual needs and your future.
Young Family
After work, daily chores and managing kids, it is difficult to find time to plan your financial security. With various financial responsibilities as a young family, it is easy to avoid insurance plans and putting off investing for your future. Family life requires careful budgeting and risk management. Getting you on the right track financially as efficiently as possible is what we are here to do.
Services we offer to help set up your financial strategy and plan for the future include:
- 1. Financial planning
- 2. Life insurance
- 3. Disability insurance
- 4. Critical illness insurance
- 5. TFSA
- 6. RESP
Established Family
Being in a comfortable immediate financial position, often times, may lead you away from planning for your future. Post secondary education, retirement, potential loss of household incomes and other factors, we can help you focus on your financial goals and set a plan in place. We are here to leave all doors open and educate you on a secure financial future.
Services that can help you maximize your potential include:
- Financial plan
- Estate plan
- Tax planning
- Retirement planning
Plans we offer
- Investment funds
- Tax-Free Savings Account
- Registered Retirement Savings Plan (RRSP)
- Registered Education Savings Plan (RESP)
Retiree
Retirement, you’ve finally done it! After taking the first step in what seems uncharted territory, the biggest question is how to maintain living financially comfortably when you are no longer employed. We can help you figure out how to generate income without excessive risks and ensure a proper asset allocation plan, with a successful long-term financial strategy.
Options available to help ensure your retirement journey is financially secure and comfortable:
- Investment funds.
- Guaranteed Investment Certificates.
- Tax Free Savings Account.
- Segregated Funds.
- Registered Retirement Income Fund.
- Life Income Fund.
- Locked-In Retirement Account.
- Annuities.
Single
Single? Widowed? Some financial obligations and goals may seem daunting without a second income. Our goal is to ensure that you are financially prepared to take on a solo journey in a comfortable manner. We will re-evaluate your priorities and help restructure your financial strategy. We will help you with strategies and provide financial details to ensure you are prepared down the road.
Services and plans open to you at this point include:
- Financial plan.
- Estate plan.
- Tax Planning.
- Retirement planning.