Our Services
Investments
Begin investing or reviewing current investments to achieve your long-term or short-term objectives.
Financial Planning
Reviewing or creating a detailed savings and investment strategy to achieve well-being and security over the long term.
Retirement Planning
Reviewing and determining your retirement goals and the actions required to achieve them.
Estate Planning
Reviewing and creating plans for the transfer of your estate after death.
Insurance
Implementing or reviewing your current life insurance and living benefits needs to reduce your financial risks with premature death, illness, or injury.
Get the Most Out of Your Tax Free Savings Account
The Tax Free Savings Account (TFSA) was introduced in 2009 to encourage Canadians to save additional funds in a tax efficient manner.…
Advantages of Whole Life Insurance
Although premium should be the least important consideration when purchasing life insurance, the most frequent question often asked in search engines is…
Strategies for dealing with stock market volatility
Selling off in a low market is a big mistake for investors! In times of stock market fluctuation and uncertainty about inflation,…
You can receive a guaranteed 20% rate of return in a RESP
Giving a child access to a post secondary education is something all parents, grandparents, aunts or uncles hope to be able to…
Power of Attorney – A Financial Planning Component
A power of attorney is an essential part of a financial plan. If something happens to you, for example an accident or…
Suggestions for Sharing the Family Cottage
Often the decision to give ownership of the family cottage to one child over the other or others is not an option…