Products & Services
Insurance
- Life: Permanent (whole & Universal), Term, Mortgage protection
- Critical Illness: Policy covers you from illnesses such as heart attack, stroke, and cancer
- Long Term Care: Designed to assist you in activities of daily living
- Disability: Replacement of personal income or used for business over head protection
- Group & Individual Health Plans: Health and dental coverage for individuals, small and large groups
- Travel: Offers single to multi trip coverage for domestic and international travel
Investments
- Mutual funds, Pooled accounts, and Segregated Funds
- Brokerage Services: Individual stocks, bonds, and wrap accounts
- Guaranteed Products: Linked notes and GIC’s
- High Yield Savings: A liquid savings account offering preferred interest rates
Services
- A Tailored Plan: Develop realistic goals centered around your lifestyle
- Commitment to Service: We take a proactive role in your finances
- Management Style: A conservative long term approach to wealth management
- Coordination of assets: We will work with both your accountant and lawyer
- Retirement, Tax & Estate Planning: An ongoing commitment and dedication to manage your wealth