Personal

We understand that securing your personal finances is the first step in making sure you are ready for any future you want to build for yourself. We build our relationship with you to help you make the right call when it comes to a variety of details. Our goal is to establish a long-term client relationship that will offer full service financial solutions.

 

INSURANCE FOUNDATIONS

• Life Insurance
• Disability Insurance
• Critical Life Insurance
• Individual Health
• Dental Insurance

 

FINANCIAL INVESTMENTS

• Cash Savings Plans
• TFSAs: Tax-Free Savings Accounts
• RRSPs: Registered Retirement Savings Plans
• Segregated fund policies
• RRIFs: Registered Retirement Income
• LIFs: Life Income Funds
• RESPs: Registered Education Savings Plan
• RDSPs: Registered Disability Savings Plan

PROPERTY INVESTMENTS

• Mortgage Comparison
(45+ lenders) for the best rates
• Tax-free mortgages

TAX & ESTATE PLANNING

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