What We Have
to Offer
Personal Financial Services
See what our personal and business solutions are:
Personal Solutions
Investment products offered by insurance companies:
Financial Planning
As part of your overall wealth management strategy, we help you tie it all together with sound financial planning.
Tax Planning
Deploy the more current tax planning strategies, shelter your wealth, and keep more of what you earn in your pocket.
Estate Planning
Put a plan in place that minimizes probate and ensures a smooth transfer of assets to your loved ones.
RRSP
A powerful tool in planning for retirement, your RRSP is designed to help you today and in your years after work.
RRIF
At 71 years of age, it’s time to convert your RRSP into a RRIF. Work with us to structure yours so that you lower your overall tax burden and enjoy retirement with more of what you earned in your pocket
RESP
We’ve all got high aspirations for our children. Ensure that they can set their sites high by contributing to an RESP for them as soon as you can.
TFSA
The TFSA is a flexible investment savings vehicle that allows you to earn investment income (including capital gains) tax-free. The account can be used to meet a variety of financial goals and should be used in conjunction with your RRSP.