PLAN

• From your aspirations, we can help you create a blueprint based on a solid foundation of financial knowledge.
• We also can plan for comprehensive tax, retirement, and estate planning.

BUILD

• Investment solutions including mutual funds* and segregated fund contracts
• Registered accounts (RRSPs, TFSAs, RESPs*, pensions, etc)
• Tax-efficient non-registered accounts
• Accumulation and Payout Annuities
• Guaranteed Investment Certificates (GICs)**

PROTECT

• Life insurance – all types, personally tailored to fit your future needs
• Critical illness insurance
• Disability insurance
• Personal health insurance
• Long-term health insurance

GROW

• Regular reviews to make sure your plan is on track
• Monitoring your investments to make sure they are performing for you

REFERRALS

• Accountants
• Lawyers
• Mortgage brokers
• Legal
• Lenders