Plan | Protect | Prosper
™
As a Family-Owned Independent financial services provider, our mission is to improve your financial health through holistic financial planning, encompassing all areas of your financial health. Your peace of mind is our priority and we strive to achieve that through excellent customer service, industry experience, and attention to detail.
Specializing in wealth management and protection since 2013, we help you meet your financial objectives by taking the time to learn about your personal objectives and build a personalized plan while ensuring you are protected along the way.
SOLUTIONS WE OFFER
• TFSA, RRSP/RRIF, RESP &
• Non Registered Accounts
• Corporate Accounts
• Segregated Funds
• Mutual Funds
• Stocks and Bonds
• ETF's
• High Interest Savings, GIC's and Annuities
• Risk Management
& Insurance Planning
• Retirement Planning & Investing
• Legacy Planning
• Tax Planning and Minimization
• Estate Planning
• Charitable Giving
• Corporate Planning
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• Business Consulting
• Tax Planning
• Succession Planning
• Managing Risk
• Group Retirement Savings
• Group Health & Dental Benefits
• Health Spending Accounts
• Mortgages, • Refinancing & Purchases
• Home Equity Lines of Credit (HELOC)
• Debt Consolidation
• Private Lending
• Commercial Lending
• Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Long-Term Care Insurance
• Corporate Insurance
• Health & Travel Insurance
Download My Mortgage Toolbox and get access to all premium tools to help plan your mortgage.
GET MORTGAGE PROTECTION THAT YOUR BANK CAN'T OFFER.
Compare our packages and save up to 40% on your bank's insurance solution.
We work with all the top insurance companies in Canada to offer more affordable and better quality insurance.
COMPANIES WE WORK WITH
I'm here to help, so don't hesitate to reach out:
