Our Expertise

For Your Personal Needs

  • Complete Financial Plans
  • Retirement Planning
  • Legacy Planning
  • Investment Planning
  • Mutual and Segregated Funds
  • Registered Retirement Savings Plans
  • Registered Education Savings Plans
  • Guaranteed Investment Certificates
  • Registered Retirement Income Funds
  • Annuities
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Life and Disability Insurance
  • Major Medical and Travel Insurance
  • Tax-assisted Investments and Limited Partnerships (in some provinces)
  • Estate Planning
  • Financial Planning Seminars





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