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.
| Financial Planning | Personal Planning | Employee Benefits | Corporate Planning |
|---|---|---|---|
| Life & Disability Insurance | Health & Travel Insurance | Life Insurance & AD&D | Business Loans & Transfers |
| Daily Interest Accounts | Mortgage Insurance | Dependent Life Insurance | Key Executives |
| Term Deposits/GIC’s | Retirement/Pension Maximization | Disability (Short & Long Term) | Deferred Compensation |
| Investment Funds | Estate Tax Funding & Preservation | Health & Dental Plans | Executive Disability Plans |
| RRSP’s | RESP's - Education Funding | Registered Pension Plan | Office Overhead Protection |
| Annuities/RRIF’s/LIF’s | Juvenile Plans | Group RRSP | Buy/Sell Funding |
| Professional Referrals | Charitable Giving |
We want to hear from you.
"Michael & Karen, thank you so much for all your help with our financial planning. Karen, your organization and professionalism is a perfect compliment to our friend Mike. You are wonderful at what you do!!! Mike, your insight & advice is something we are glad to be a part of and wish we had done it sooner! You are a wonderful help and a great friend!" - Steve, Angela, Katrina and Larissa
