Proactively manage your investments
Allow us to assist you on your path towards financial security and stability.
Financial services we provide for our clients
Ensuring financial security is the primary focus of our Financial Security Advisor team. Our advisors take a comprehensive approach to financial security planning and listen attentively to our clients to fully understand their insurance and investment planning needs.
Our non-pressured approach involves learning about our clients' financial and personal situations to ensure that our advice can never driven by sales targets. We believe that understanding a client's personal priorities is crucial in providing informed opinions and being able to provide the advice that ‘s best fit for our clients. Our priority is to help clients safeguard what is most important to them with the right insurance products.
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Life Insurance
Life insurance provides whomever you choose with a one-time, tax-free payment when you pass on. Help reassure your loved ones that they will be taken care of.
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Retirement Planning
Investing your money in the right savings options is crucial, no matter what stage of life you’re at. We’ll help you make the right choices to get the most out of your money.
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For Business Owners
Insurance can help protect business owners and the company you’ve built, while a benefits and savings plan can attract and retain employees.
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Living Benefits
Living benefits insurance covers critical illness, disability, and health and dental expenses, providing financial protection for policyholders who may be unable to work.
What financial services do you offer?
Whether you're just starting out, preparing for retirement, or anywhere in between, our comprehensive range of services can help you meet your financial goals and ensure that you're protected every step of the way. With a focus on your security and protection, our experienced team is here to provide you with personalized advice and customized solutions to manage your finances with ease and peace of mind.
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Term insurance
Universal insurance
Participating insurance
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RRSPs - Registered Retirement Savings Plan
TFSAs - Tax-free Savings Plan
RESPs - Registered Education Savings Plan
Pensions
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Group insurance benefits plan for employees
Group retirement & savings plan for employees
Insurance for businesses and business owners
Business coaching and advice
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Critical illness insurance
Disability insurance
Health & dental insurance
Life Insurance
A financial safety net
Life insurance offers a tax-free, one-time payment to the person you designate upon your death, as long as you continue to pay premiums.
There are various types of life insurance and different ways to utilize it. It is not only for protecting your family, it can also be a part of your financial plan, allowing you to access funds from your policy while you are alive.
Retirement Planning - RRSP
Let’s secure the future you worked for
It is essential to have a solid retirement plan in place, regardless of whether you are just considering it or have already retired. Proper retirement planning can greatly impact your physical and mental well-being.
We can help you develop a strategy and prepare for a fulfilling retirement. Our solutions will be tailored to your personal lifestyle, habits, and goals.
Saving & Investing - TFSA
Let your money bring your goals closer.
Investing your money in the right savings options is crucial, no matter what stage of life you’re at. We’ll help you make the right choices to get the most out of your money.
Reaching your saving goals takes time and perseverance. We'll be there with you every step of the way to start building the habits and strategies that will help you work towards what you're saving for.
Group Insurance Benefits
Invest in your company’s health
In a competitive job market a group benefits plan is a great way to separate yourself from the competition. A benefits plan can help retain staff, improve morale and productivity, and keep your employees healthy and at work.
Customizing a plan to meet the coverage needs of both employers and employees can be beneficial.
Help secure your employees’ financial future
Group Retirement Plans
A group retirement and savings plan can be tailored to the needs of your business and your employees’ financial goals.
Offering a group retirement and savings plan can be an affordable and effective way to attract, motivate and keep employees, while helping them save for their retirement. But it’s not just about your employees. There are real benefits to your company when you offer a plan.
Insurance for Business Owners
Let your business work when you can’t
Insurance can be a flexible way to help maintain your business’ success and help it thrive, whatever may come your way.
Business-owned insurance provides a one-time payout to your company if you, your business partner or key employees die. It can help cover business debt, overhead expenses or a partner buy-out.
Critical Illness Insurance
Coverage when it counts
Critical illness can give you a tax-free payment if you’re diagnosed with a serious condition. Your contract will define which conditions you’re covered for, but some examples include cancer, heart attack or stroke.
Disability Insurance
Protect your paycheque
It can give you a tax-free monthly payment to help replace your income and cover your expenses if an illness or injury keeps you from working.
While a disability can often be visible to the naked eye, not all disabilities are so easily recognized. Chronic pain or a mental health issue can also qualify as a disability.
Health & Dental Insurance
Affordable coverage when you need it
Need help covering common medical expenses not included in your government healthcare? From dental checkups to prescription drugs and physiotherapy, there are affordable plans that can have you covered.
Registered Education Savings Plans - RESP
Save for your kid’s education.
A registered education savings plan (RESP) allows you to use tax-free savings and government contributions to help set your children up for success.
An RESP is supported by the federal and some provincial governments. It helps you save money for a child’s future education, where the investments inside the investment account grow tax-free.
Goals Based Financial Planning
Concentrate on your goals, not managing investments
Instead of focusing on managing your investments, concentrate on your goals. Goals-based planning provides a clear path to achieve your goals and guidance on the steps needed to reach them. Planning increases the likelihood of achieving your goals and reduces the stress associated with life's major objectives.
Business Coaching
Achieve your full potential
As a business owner, it can be overwhelming to navigate the challenges and opportunities that come with running a successful company. Business coaching can provide the support, guidance, and accountability you need to overcome obstacles, reach your full potential, and achieve long-term success.
Not sure what you need?
If you're unsure of where to start, our friendly and knowledgeable team is here to help. Contact us today to schedule a consultation and let us guide you in creating a customized financial plan that fits your unique situation. Don't wait, start taking control of your finances and securing your future.
Invest in yourself and your future, with our help.
