In addition to financial planning, to help activate your plans so that you can reach your goals, financial instruments are required. As an independent broker firm we have access to a wide variety of investments and insurance products from different financial institutions to help you overcome your challenges so you can sleep better at night.
We offer CDIC protected high interest accounts, RRSP's, TFSA's, RESP's, RDSP's, non-reg accounts, PHSP's & insurance. Our virtual services have the advantage of convenience, Covid-19 safety & efficiency (no travel time). We can help you with:
Life Insurance Products
Industrial Alliance Life
Disability, Extended Health/Dental & Travel Insurance Products
National Bank Funds
Northwest Ethical Funds
Sun Life Global