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Wealth Planning

Registered and non-registered products, TFSA, corporate class funds, tax planning.

Tax Preparation offered through Tyson Tax Services

Personal tax returns

Severance and Pension transfers

Let our team take the burden off your shoulders, and put us to work.

Mortgages, Investment Loans, Personal Line of Credit offered through Invis

Ability to assist and find a good lending institution with competitive rates.

Group & Individual Benefits offered through Manulife, Blue Cross

Health and Dental

Travel

Group RSP

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