top of page
Services
SERVICES OFFERED
INVESTMENTS​
-
Investments strategies
-
Retirement planning
-
Tax-efficient strategies
-
Investment accounts held by corporations
INSURANCE
-
Financial advice
-
Insurance planning
-
Estate planning
-
Protection for company
-
Protection for mortgage
PRODUCTS OFFERED
INVESTMENTS
-
TFSA - Tax-Free Savings Account
-
RRSP - Registered Retirement Savings Plan
-
RRIF - Registered Retirement Income Fund
-
LIRA - Locked-in retirement account
-
LIF - Life Income Fund
-
RESP - Registered Education Savings Plan
​INSURANCE
-
Term life insurance
-
Permanent life insurance
-
Universal life insurance
-
Health and disability insurance
bottom of page