Services
Personal Finance
On the Personal side of the business we focus on financial strategies that align with short term and long range goals. This includes life horizons such as Getting Married or Divorced, Purchasing a First Home, Preparing for Retirement, Into Retirement, Critical Illness, Disability, Probate and Estate Planning to name a few. We create a variety of opportunities to achieve these financial goals, we meet annually to adjust and re-align objectives as necessary to ensure success!
Business Services
Working with Small, Medium and Large employers with competitive Group Benefits is our niche. Many organizations don't have the time or tools necessary to understand how to customize a plan that right fits their organization.
We specialize in Private Organizations Corporate Wealth Strategies by providing tax sheltering solutions, approval free lending, shareholder protection all while alleviating stress to the bottom line and increasing gross margin!
Personal Services
The key to a financial plan that works is to center it around life horizons and adjust throughout your lifetime!
Life Insurance
With both Term and Permanent Options we are able to find the best price on the market for any age or medical conditions. We offer many different replacement options for mortgage insurance or renewing conditions.
Travel Insurance
Travel with less worry knowing you are protected
Critical Illness
Critical Illness Insurance is a special type of insurance that can allow the premiums to be paid back to you, contact us to find out more!
Disability insurance is a great way to secure income replacement in difficult times
Investments
We offer Secured Investments that are typically only offered to high net worth parties and offer them to all Canadians!
Funeral and Probate Planning
When someone passes away things can become very overwhelming, very quickly, talk to one of our proessionals to help you through this process
Health and Dental Insurance
Not everyone has employer group benefits, we are able to support your health and dental needs
Debt Management
It can be stressful trying to manage debt, let us help you through your options
Mortgage Advice
We work with certified mortgage brokers as well as directly with the banks to get the best rates and approval
Registered Education Savings Plans
Get one of a kind RESP's that go beyond 18 years of age and can apply to many children
Business
Services otherwise missed by the CPA designation, we fill an area in the maket only elite business owners are aware of!
Group Benefits
Many organizations overpay benefit premiums and don't even know it, contact us today to learn more and reduce business operating costs!
Key Person and Shareholder Life Insurance
Potecting shareholder assets is one thing, but having to pay out the remaining shares to beneficiaries is another. Talk to us today about your options!
Corporate Investments
Talk to us today about tax sheltering solutions and coporate investment opportunites