What We Offer

FINANCIAL STRATEGIES

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ESTATE PLANNING
  • Estate bond
  • Charitable Donations
  • Reducing tax at death
  • Inter-generational transfer of wealth
RETIREMENT PLANNING
  • RRIFs, LIFs,LRIFs
  • Annuities
  • Pension options
  • Income projections
REGISTERED OPTIONS
  • Registered Retirement Savings  (RRSP)
  • Spousal Plans (SRSP)
  • Locked-in Plans (LIRA)
  • Registered Education Savings  (RESP)
  • Tax Free Savings Account (TFSA)
  • Registered Disabilty Savings  (RDSP)
EDUCATION PLANNING
  • Registered Education Savings (RESP)
  • In-trust accounts
  • UL insurance
GROUP BENEFITS
  • Group RRSP
  • Group Pension
  • Group Life and Health
  • Health Spending Accounts
  • Cost Plus
INSURANCE ANALYSIS
  • Life insurance
  • Disability insurance
  • Mortgage Insurance
  • Critical Illness Insurance
  • Long-term Care Insurance
  • Personal healthcare benefits
  • Health and Dental
  • Travel Insurance
  • Health and Dental
TAX PLANNING
**This calculator is for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate or complete or that it will be compatible with your computer
DEBT MANAGEMENT
INVESTMENT
  • Private Wealth Management
  •  Fee-based Accounts
  •  Stocks
  •  Bonds
  •  Exchange Traded Funds
PERSONAL DEFERRED COMPENSATION PLANS
  • Individual pension plans
  • RCAs
  • Collateral insurance