Our services.

Insurance and Investment Solutions

 

  • We offer a full product shelf in insurance solutions for individuals and business owners:

    - Life Insurance (term, participating, universal, etc.)

    - Disability Insurance (debt or earnings-based)

    - Critical Illness Insurance

    - Health Insurance

  • - We offer all investment vehicles: TFSA, Open/Non-Registered, RESP, Registered vehicles (RRSP, Spousal RRSP, LIRA, Locked-in RRSP, IPP, RRIF, LIF, etc).

    - Within these vehicles, we may recommend Mutual Funds, ETFs, Segregated Funds, Liquid Alts, Annuities, structured products, GICs, term deposits, etc

  • - A key value of our firm is independence. We are not tied any single insurance or investment company. We are happy to show market surveys and comparison across multiple providers.