Products
Insurance Planning
⦁ Life Insurance
⦁ Disability
⦁ Critical Illness
⦁ Travel Insurance
⦁ Long term care
Investment Planning
⦁ RRSP
⦁ TFSA
⦁ RESP
⦁ RDSP
Tax Planning
⦁ Tax efficient investing
⦁ Income splitting
⦁ Minimizing personal & corporate taxes
⦁ Business-related tax planning opportunities
Estate & Succession Planning
⦁ Inter generational wealth transfer
⦁ Trusts
⦁ Estate freezes
⦁ Charitable giving strategies
