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
- Investments
- Trust Services
- Private Wealth Management
- Exit Strategy & Succession Plan
- Partnership Management
- Business Valuation
- Tax & Estate Planning
- Wealth Preservation
- Wills & Trusts Review
- Segregated Funds
- Fixed Income
- Annuities
- Income Replacement / Long Term Disability
- Life Insurance
- Critical Illness Insurance
- Child Life Insurance
- Personal Health and Dental plans
- Travel Insurance
- Pension Plans / Group Retirement Plans
- Profit Sharing Plans
- Group Health & Dental Plans
- RSP Loans
- RDSPs
- Mortgages
- Home Equity Line of Credit
- GICs
- GICs and Term Deposits
- Savings Accounts (Business + Personal)
- TFSAs
- RESPs
- RSPs, LIRAs, Spousal RSPs
- Private Pension Plans
- Legal Services (Wills / POAs)
- Mortgage Lending
- Real Estate Evaluation
- Accounting Services
- Banking
- Benefits Plan Administration