FINANCIAL PLANNING
Personal and financial goal setting, budgeting, accountability, financial literacy, tax efficiency.
RISK MANAGEMENT & INSURANCE SOLUTIONS
Life insurance, critical illness, income protection, mortgage insurance & employee benefits.
CORPORATE STRATEGY
Tax efficiency, asset management, whole-life participating life insurance, buy-sell arrangements, employee & executive benefits, estate planning, business succession planning.
INVESTMENT & RETIREMENT PLANNING
RRSP’s, TFSA’s, Mutual Funds, Index Funds, Non-Registered Investments, Segregated Funds.