Personal Financial Planning
We want to be your trusted advisor, supporting your financial goals as you navigate through the various milestones of life.
We will work with you to understand your personal financial objectives and help you find the right tools and solutions that will enable you to achieve your goals.
We will handle all aspects of financial planning and rely on trusted professionals, including accountants and lawyers, to ensure you have a well rounded approach.
Each client is different. We want to learn about your specific situation and then help design programs to meet your needs.
We work with organizations to design and implement retirement programs for employees.
• Buy/Sell Agreements
• Key Person Insurance
• Executive Retirement Compensation
• Individual Pension Plans (IPPs)
Products We Use
• Life Insurance
• Critical Illness Insurance
• Disability Insurance
• RRSPs and Non-Registered Investments
• Education Plans (RESP)
• Tax Free Savings Accounts (TFSA)
• Long Term Care Insurance