Couple in Nature

What We Do

Financial advice and help planning your financial life is a key part of what we offer. It's not enough to have a few disconnected products. They should be set up to support each other and help you move toward your goals. 

Insurance

  • Life

  • Critical Illness

  • Disability

  • Long-term Care

  • Travel and Visitors

  • Health and Dental

Investments

  • Registered Retirement Savings Accounts (RRSP)

  • Tax-Free Savings Account (TFSA)

  • Non-registered Accounts (Non-Reg)

  • Registered Education Savings Plan (RESP)

  • Guaranteed Investment Funds (GIF)

  • High Interest savings accounts and GICs

Corporate

  • Group Benefits

  • Group RRSP and TFSA

  • Pension Plans

  • Insured Retirement Plans (IRP)

  • Individual Pension Plan (IPP)