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.
Charitable donations make a huge difference
Canadian non-profit organizations are broadening their horizons to support essential local community needs during exceptional and unprecedented times. The Limestone Learning Foundation,…
Why Disability Insurance?
Disability insurance is not the 1st thing that anyone wants to talk about. Canadians generally are more comfortable talking about life insurance…
The Benefits of a RESP
We all want the best for our kids and grandkids, and we do everything that we possibly can to support them. However,…
Is a robo-advisor right for you?
Over the last few years, there has been a growing trend of utilizing 'robo-advisors' in the industry. If you are unfamiliar with…
What is Office Overhead Expense Insurance?
If you operate a business this sensible insurance will help pay the bills for your business in the event that you become…
Is market volatility affecting your retirement income
Maintaining your income and outliving your income are two of the biggest concerns for people in retirement or who are about to…