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 We Offer
PLANNING
(For Individuals, Families & Business Owners)
- Financial Planning/Separation Planning
- RRSP Planning
- Tax Planning
- Retirement Planning
- Estate Planning
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ANALYSIS
(For Individuals, Families & Business Owners)
- Analysis of Severance Packages/Separation Agreements
- Investment Analysis
- Insurance Analysis
- Pension vs. Transfer Value Option
- Disability Income Analysis
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We Source
Registered Accounts
- RRSPs (Registered Retirement Savings Plans)
- RRIFs (Registered Retirement Income Funds)
- LIFs (Life Income Funds)
- RESPs (Registered Education Savings Plans)
- Self-Directed RRSPs/RRIFs
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Investments
- GICs - Guaranteed Investment Certificates
- Mutual Funds
- Segregated Funds
- Wealth Management Accounts
- Annuities
- Investment Loans
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Insurance
- Life
- Disability
- Critical Illness
- Long Term Care
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Business Plans
- Group RRSPs
- Pension Plans
- Buy/Sell Insurance
- Group Insurance Plan
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