Professionals at there best
- Guaranteed Investment CertificatE
- Investment Funds
- Segregated Funds
- Education Plans – RESP
- RRSP, LIRA, TFSA
- Annuities, RRIF, LIF
- Insurance; Life, Disability, Critical Illness, Health & Group
- Long term care insurance
- Mortgage insurance
- Travel insurance
- Partnership, Buy/Sell Insurance
• We invite you to make an appointment for the first meeting without any commitment, financial or otherwise on your part.
• You can then assess the relevance of the advice provided by one of our experts
• If you so choose we will then guide you through the financial planning process in achieving financial independence and reaching your goals.
• Financial planning must be thorough and must take into account the legal, tax, financial and estate aspects of your situation.
• By working on each of these aspects as a whole, we can maximize your situation; always in order to reach your goals.In addition, we accompany our customers at important stages of their lives.
• As you progress through life, so does your portfolio and we’ll be there every step of the way to ensure that we are: Building Your Financial Future Together !