Individual/ Family Planning

Financial Planning

  • RRSP’s
  • Mutual Funds
  • Segregated Funds
  • Term Deposit/GIC’s
  • RRIF’s, LIF’s & Annuities
  • Professional Referrals

Personal Planning

  • Life Insurance
  • Mortgage Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Educational Funding
  • Retirement Planning
  • Tax & Estate Planning