SERVICES + PRODUCTS
Insurance Protection
Using products like life insurance, critical illness, disability, and health benefits we can protect what is most important to you. By identifying needs like insuring your mortgage or debts against an unforeseen death or protecting against an unforeseen illness affecting your ability to work we can put a plan in place to protect you and your family. Using various products, we can identify the most important needs and prioritize a plan and coverage to meet your specific life.
Life
Insurance
Term Insurance
Whole Life Insurance
Universal Life
Critical
Illness
Term Protection
Permanent Protection
Disability & Personal Health Benefits
Personal Health Plans
DI Benefits
Segregated Funds
Investment & Portfolio Management
Portfolio management is important and can vary for each client depending on their short-term and long-term goals. This could be events such as saving for a down payment on a house, saving for a vacation, a child’s education and of course building a retirement nest egg. There are various products out there that can help you achieve these goals such as RRSP, TFSA, Non-registered, and RESP accounts. Which investment vehicle we use and how we invest will depend directly each clients’ individual goals. Putting a plan together or road map to meet these goals is always best. The road map shows you the path to achieving your goals and ensures you are on the right track to reaching them. If life throws a fork in the road, we always have a plan to fall back on and find our way back to where we want to be heading.