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Strategies to get you where you want to go

Retirement Planning

  • How much do I need?
  • Where should I invest?
  • When can I retire?
  • What Am I going to do?

Risk Management

  • Risk of Death
  • Risk of Disability
  • Risk of Critical Illness

Estate Planning

  • Wills
  • Executor
  • Powers of Attorney
  • Taxes
  • Charitable Giving

Investment Planning

  • RRSP
  • TFSA
  • Non-Registered
  • RESP
  • Segregated Funds
  • GIC's
  • Annuities
  • Bank Deposits
  • Mortgage Products (Referral Based only)
  • Group RRSP


Insurance Planning

  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Travel Insurance
  • Health and Dental Insurance
  • Group Benefits
  • Buy-Sell
  • Key Man
  • Business Succession


Call 1-519-255-1100