Wealth Planning Registered and non-registered products, TFSA, corporate class funds, tax planning.
Estate planning programs Ensure that the assets in an Estate don’t become a tax liability. Discuss the importance of a Will and POA in your estate plan. Transferring wealth to love ones.
Insurance offered through Assante Estate and Insurance Services Inc. Term Insurance Critical Illness Life Insurance Long Term Disability Long Term Care Universal Life Mortgage Insurance Joint Insurance
Group & Individual Benefits offered through Manulife, Blue Cross Health and Dental Travel Group RSP
Severance and Pension transfers Let our team take the burden off your shoulders, and put us to work.
Tax Preparation offered through Tyson Tax Services Personal tax returns
Mortgages, Investment Loans, Personal Line of Credit offered through Invis Ability to assist and find a good lending institution with competitive rates.
“You have an issue, our team has a solution”