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.
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…
Economic Trends in 2022 and Market Blips
When markets are volatile, it is only natural to worry about the impact the volatility will have on your investment portfolios. Individuals…
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…
Segregated Funds Provide Flexibility, Growth Potential and Unique Benefits
With the financial markets looking more promising, many individuals are reviewing their investments with an eye towards capturing future growth. Diversification, a…
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…
Not All GIC’s are the same!
Not All GIC’s are the same! Guaranteed Interest Investments with banks, Credit Unions or Online banks such as Tangerine etc. do not…