Our Services


Planning Services

Everyone needs to start somewhere. Whether your goals are short term or long term, we can help in a wide array of areas and create a plan perfectly for you. Below you can find a list of services we offer and if you have questions about anything noted, please e-mail or call us.

If you’d like to obtain more information on any of the services that we offer, please click on the title which will link you to the information.

Life Insurance
Critical Illness Insurance
Disability Insurance
Manulife ONE MortgageEmployee Benefits
Investment FundsManulife Select MortgageTravel Insurance
Daily Interest AccountsCommercial MortgagesHealth and Dental Insurance
Tax Free Savings AccountsMortgage InsuranceTrust Planning
RESP Education SavingsTax Planning
Retirement PlanningBusiness Planning

Our Process

Our Process