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Growing and protecting Your Wealth Your ally in an unstable world. |
Growing and Protecting
Your Wealth
Your ally in an unstable world.
How We Help
Based on your needs and perspective, we apply a tailored planning approach that utilizes strategies to minimize volatility, risk and estate taxes.
Testimonials
Our Mission
“Money is personal. It’s why we’re here.”
Our team approach allows us to specialize in both wealth accumulation and risk management with families, professionals and incorporated small businesses.
We use planning strategies to minimize volatility while prioritizing risk, tax and estate issues. Regular meetings help us clarify your goals and objectives, to ensure you stay on track.
About us
We work hand-in-hand with our clients to develop personal relationships and focus on what’s important to them in achieving their financial goals. This deeper understanding of the person and their priorities is what makes our job meaningful on a daily basis. We treat your money like it’s our own.
MEET THE TEAM
Our Services
– Life Insurance
– Critical Illness Insurance
– Disability Insurance
– Long Term Care Insurance
– Health and Dental Insurance Plans
– Health Spending Accounts
– Annuities
– Segregated Funds
– Investments
– Group RRSPs
– Employee Benefit Plans
– Financial, Retirement, and Estate Planning services