Retirement

We provide financial consulting services and asset management.  Our customers expect and receive the highest level of honest and dependable service.  We use a holistic approach;...

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Protection

Everyone knows that life insurance is important to protect the financial security of the people you love. But it can be confusing to know what you need, how much and when. Life...

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Growth

Extensive experience working with executives helps us meet the goals of our clients. Working with individual pension plans, retirement compensation plans and executive topups, we...

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Guarantees

Sometimes the best investments are the ones that allow you to forget about them altogether.  We understand the need for many of our clients to maintain a solid guaranteed base...

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Recent Posts

Health and Dental

As Canadians, we’re fortunate to have one of the best healthcare systems in the world—but that doesn’t mean your provincial government provides you with all the healthcare coverage you need. As provincial governments cut back their levels of healthcare coverage, you may be left to pay for expenses such as: Prescription drugs Visits to the dentist Eye...

How Much Insurance is Too Much?

Everyone knows that life insurance is important to protect the financial security of the people you love. But it can be confusing to know what you need, how much and when. Life insurance has to be adaptable to the changes in your life: buying a house, having a family, travelling, retirement all affect the amounts and types of insurance you need. There are also...