Our comprehensive planning approach provides our clients with financial security and peace of mind.
Our Services
Insurance Planning
Qualified professionals providing independent non-biased advice regarding all your insurance needs. Including life insurance, disability insurance & critical illness.
Investment Planning
Customized recommendations & proposals for all your investment needs. Plan for now and the future regarding your RRSP, TFSA, RESP & RDSP accounts.
Tax Planning
Minimize personal & corporate taxes through sound financial planning strategies such as income splitting, tax efficient investments and estate planning.
Determine Your Business Phase
Phase 1
New Business
Risk Management
- Loan Protection
- Key Person Protection
- Buy/Sell Agreement
- Personal Planning
- Will/PA
- Life Insurance
- Disability Insurance
- CI Insurance
Phase 2
Established
Maximize Benefits by Reducing Taxes
- Group Benefits
- Tax Sheltering Corp. Surpluses
- Retirement Income Planning
- Executive Benefits
- Grouped Plans
- Life Cycle
Phase 3
Mature
Business Succession Planning & Tax Efficiency
- Removing Corp. Surpluses
- Retaining Key Employees
- Tax Planning
- Equalization
- Corporate Restructure
- Estate Freeze
PARTNERED WITH THE BEST COMPANIES
