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
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”