Make your dreams and goals a reality with a proper financial plan.  A carefully constructed financial plan will ensure you and your family live comfortably in both the present and in the future, allow you to do what you want in life, and ensure tax implications to you are minimized now, in the future and to your estate. When it comes to building your wealth and providing financial security, we strive for a long-term relationship with you and your family.

To start your financial plan, complete “Hopes, Dreams, Goals” or set up an appointment with one of our financial advisors.

Retirement Planning

When planning for retirement, careful planning now will allow you to live comfortably in both the present and the future.  Whether you are looking for a plan for you and your family, or a business plan, we can help find the right retirement plan for you.

How we help our clients:

  • Setting up RRSPs, RRIFs, TFSAs, LIRAs, locked-in RRSPs, annuities and TFSAs
  • Pension roll out options
  • Group RRSPs and group benefits
  • Understanding government benefits including CPP (Canada Pension Plan) and OAS (Old Age Security)

Education Planning

Insurance

Sometimes things happen in life that you just can’t control. It’s important to be prepared and protected against such circumstances. The right insurance solutions will have an enormously positive effect on your life and the lives of those you love. Insurance does more than you think.  It helps your loved ones by protecting your savings, paying for unexpected medical costs, covering lost income, covering your children’s education costs and safeguarding your retirement.