Individualized Financial and Retirement Planning
There are many financial products offered by insurance companies in the market, and so choosing the ones that best meet your needs can be complicated. That’s where we help. Our team approach allows us to offer a variety of products and services listed below from insurance companies we are confident will deliver dollars when needed most. We'll help you with:
- RRSPs – Registered Retirement Savings Plans
- RESPs – Registered Education Savings Plans
- TFSAs – Tax Free Savings Accounts
- FHSAs - First Home Savings Account
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Health and Dental Insurance
- Travel Insurance (To apply, click here)
- A Written Financial Plan
Working with us, we promise to help you:
- Stay disciplined with your plan
- Help you minimize taxes you pay
- Make financial issues easy to understand
- Plan and maintain a budget
- Minimize the risk in your investment programs
- Anticipate life changing events
We shop the market for you to ensure your needs are met by quality companies with excellent customer service whose product is guaranteed to be there when needed most. For investments, the guarantees or lack of guarantee is dependent on the type of product recommended or purchased.