Our Services

The key financial planning services we provide are: 

  • Retirement Planning 
  • Estate Planning 
  • Investment & Insurance Planning 


We offer a range of other financial planning services including: 

Registered & Open (Non-registered) Plans

  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Registered Education Savings Plan (RESP)
  • Locked-In Retirement Account (LIRAs), Life Income Fund (LIF), Locked-in Retirement Income Fund (LRIF)
  • Annuities

Investment Products

  • Mutual Funds
  • Guaranteed Investment Certificates (GICs)

Insurance Products

  • Segregated Funds
  • Guaranteed Life Annuities, Term Certain Annuities
  • Life Insurance, Disability Insurance, Critical Illness & Long-Term Care
  • Group Benefits: Life, Health & Dental, Group Retirement Programs

Group Benefit Products

  • Life, Long Term Disability, Short Term Disability , Health, & Dental

Employee Group Savings Plans

  • Group Retirment Savings Plan (RRSP)
  • Deferred Profit Sharing Plan (DPSP)
  • Registered Education Savings Plan (RESP)

Executive Retirement & Insurance Plans

  • Individual Pension Plan (IPP)
  • Executive Retirement Account (ERA)
  • Retirement Compensation Arrangement (RCA)
  • Buy Sell Funding



Insurance products and services are provided through Assante Estate and Insurance Services Inc.