Retirement
Do you know how much money you will need to retire living the life you desire? One of the professionals on our team will help you examine what your retirement-planning needs are, determine a strategy and provide the solutions that will help you prepare for your time spent after your career.
Retirement >
Investing
We will help you determine the right investment strategies that can help meet your important financial objectives. Regardless if you have short- and long-term goals you will gain access to a wide array of investment solutions and services, thru many of the top companies in Canada. This includes leading portfolio’s and professional teams of money managers.
Investing >
Debt Reduction
Debt can be stressful and make monthly cash flow tight. With the resources to offer home financing solutions along with many debt acceleration strategies, we are confident that the education and tools will put you well on your way to becoming debt free.. With access to over 30 lenders across Canada, financing solutions can be used strategically allowing you to get back on track and positively affect your overall financial future.
Debt Reduction >
Estate Planning
Estate planning is about making sure everything you have worked so hard for gets transferred to the people you desire at time of death. We will help you explore the many estate-planning services available and ensure your estate and your wealth is passed on tax-effectively, while benefiting your loved ones and any charities of your choice.
Estate Planning Services >
Daily Budgeting
A key factor in achieving your long-term financial goals is your ability to successfully manage your day-to-day spending habits. We understand that you have unique preferences for how you manage your money, however we have found that with a proper budget in place, you’re going to realize were and how often you spend money. Once you become more aware of where your money goes,you can make different choices that will maximize the impact your spending has on your life.
Daily Budgeting >
Life Insurance
Tragedy can happen in a blink of an eye. Reaching your financial goals involves protecting your assets as well as managing them. We believe in a balanced and customized approach to asset and risk management. Having access to over 20 insurance providers of high-quality products, makes protecting you or your loved ones from risks a simple and effective process.
Life Insurance >
Critical Illness Protection
Critical illness insurance gives you financial choices when you need them most. If you become ill, having money allows you access to costly medical treatments, it gives you freedom of having your spouse or loved one take care of you without burdening them financially. Protecting yourself so if you become ill lets you focus on getting better without the financial stress so you can recover quickly.
Critical Illness Protection >
Disability Protection
Becoming disabled can compromise your ability to earn an income pay your bills or save for retirement. Disability Insurance can provide you with financial security by replacing a portion of your earnings when an accident or illness causes you to become disabled and unable to work or earn an income.
Disability Protection >
Corporate Insurance
Most business owners want to pay for as many things as they can through their business. Your life insurance or disability coverage's can be one of those things. And for business owners with a profitable incorporated company, shared ownership is a strategy to avoid giving up half of your money to the government and involves setting up a life insurance policy on yourself owned by your corporation.
Corporate Insurance >
Financial Planning
All of our clients get a complete proper plan that takes into consideration your income, monthly expenses, investments and debts. This plan will show you how to manage your money to help meet your short-term needs and long-term goals, all while protecting what you have and those you care about.
Financial Planning >
