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Home
About Us
Our Services
Contact
Book a Consultation

We provide personalized solutions that fulfill your specific needs.

Investment Planning:

  • Segregated Funds
  • Estate Transfer Funds
  • Registered Deposit Broker for GICs
  • Capital Protected Investments
  • Guaranteed Income Plans for Retirement
  • Life Annuities

Insurance Planning:

  • Life insurance
  • Disability insurance
  • Individual health plans
  • Critical Illness Insurance
  • Long-term care insurance
  • Annuities

Business Services:

  • Employee Benefits/Health Plans
  • Pension Plans
  • Foreign Currency Exchange
  • Key Person Protection
  • Buy-Sell Funding Arrangments
  • Executive Compensation
Book a Consultation