Services

Investments

Holistic financial Advice and wealth management. registered (RRSP, tfsa, resp, rdsp) and non-registered accounts.

stocks and bonds. Mutual funds offered by most of the fund companies in canada.

 
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Insurance

wealth management and estate planning.

universal life insurance, term insurance, long term care (LTC) insurance,

vitality term insurance offered by manulife

critical illness, disability insurance, Personal accident disability insurance (PADI).

Travel Insurance, Visitors to Canada insurance, supervisa insurance, term travel insurance

 
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Business Solutions

Group Benefits, Buy/Sell Agreements, business term insurance, Business Overhead insurance, key man insurance, group rrsps/pension plans.

 
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