Our Services

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Professional Services

 

Wealth Management Services

Financial Planning

Investment Tax Minimization

Estate Planning

Retirement Planning

Asset Protection Planning

Insurance Planning

Business Succession Planning

RRSP/RIF/LIRA/RESP

Investment Products

 

Annuities

Guaranteed Lifetime Income Funds

Investment Funds

All products are provided through multiple carriers.

Insurance

 

Life Insurance

  • Term

  • Permanent life

  • Universal Life

Living Benefits

  • Disability

  • Critical Illness

  • Long term Care

  • Health/Dental Insurance

Group Benefits Insurance

Travel Insurance

  • Canadians

  • Visitors

  • Students