Our Services

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:

• Financial planning
• Debt management
• Risk management
• Investments
• Estate Planning
• Life, disability & health insurance
• Extended health & dental plans
• Travel insurance
• Personal health spending plans
• Disability financial planning
• Group benefits