Take Your Financial Plan to New Heights

We assist in the estate clearance process and consult with loved ones as part of our services to our clients. We use the proper financial tools to build your wealth. Knowing what you will need to have financial security and independence. Considering what you want your legacy to be which will define your life purpose and what you want financially.

We take the time to know you, your goals and dreams for yourselves, your families and your business. Once we get to know you, we work to design a plan using financial tools that best suit your needs. Our strategies are based on security, flexibility, diversification, performance — and

most importantly — how they add value to you.

RRSP (Registered Retirement Savings Plan), RRIF (Registered Retirement Income Fund), LIF (Life Income Fund), TFSA (Tax-Free Savings Account), RESP (Registered Education Savings Plan), RDSP (Registered Disability Savings Plan), Critical Illness and Life Insurance, Disability Insurance, Business Insurance and Leveraged Investing.

We assess your needs to help you protect your growth and help insure your company’s survival through business insurance. Businesses buy insurance to protect their tangible assets such as buildings. We need to consider the importance of protecting our partners and key people in our organizations. Proper business planning ensures peace of mind.

As you work hard to earn your money, we work hard to make sure your financial plan is tax-efficient. Every successful financial plan requires a detailed look at the tax implications of your decisions. We work with you and guide you so that your investments are tax-efficient and show you how insurance and trust strategies can benefit you.