Investment Planning

  • Registered Retirement Savings Plan (RRSP)
  • Tax-Free Savings Account (TFSA)
  • First Home Savings Account (FHSA)
  • Registered Education Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Non-Registered Investment Accounts
  • Corporate Class Investments
  • Liquid Alternatives
  • Stocks, Bonds, ETFs
  • Private Investments (Real Estate, Infrastructure, Private Equity)
  • Individual/Personal Pension Plans (IPP/PPP)

 

Insurance Planning/Risk Management

  • Life Insurance (term, permanent, mortgage, etc.)
  • Disability Insurance/Income Replacement
  • Critical Illness (CI) Insurance
  • Corporately-Owned Insurance Strategies
  • Health & Dental Insurance
  • Travel Insurance

Group Benefits

  • Group Insurance (health, dental, etc.)
  • Group Retirement Savings (Group RRSP, DCPP, DPSP, etc.)

Wealth Planning

  • Tax & Estate Planning
  • Business Planning (sale, transfer of ownership, etc.)
  • Family Wealth Discussions
  • Cash-flow Projections
  • Retirement Projections
  • Debt Management

Miscellaneous

  • RRSP/Investment Loans
  • Mortgage Solutions
  • Banking Solutions