Services Provided

Financial Management

A detailed financial plan to help you achieve your goals that includes:

  • Retirement goal planning
  • Mortgage and debt analysis
  • Cash flow analysis and projection
  • Indepth personal tax planning
  • Business tax planning
  • Regular reviews
  • Referrals to other professionals (Accountants, Lawyers etc.)

Life insurance (term and permanent)

Critical illness insurance

Disability insurance

Business insurance

Long term care insurance

Asset Management

Access to a wide variety of investment options to suit your needs:

  • Registered Retirement Savings Plan (RRSP)
  • Group Registered Retirement Savings Plan (GRSP)
  • Tax-Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Open / Non-Registered Accounts
  • “In trust for” Accounts
  • Corporate Accounts

Regular reviews to reposition and rebalance your portfolio as necessary to help you achieve your goals

Estate Planning

Estate planning is an important part of your overall financial plan. While we cannot draft legal documents for you we can help you organize your thoughts with regards to your estate.

  • Beneficiary designation
  • Wills
  • Power of Attorney
  • Representation Agreement
  • Charitable giving
  • Business succession planning
  • Regular reviews to ensure your wishes are followed