Growing and Protecting
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.
“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.
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Long Term Care Insurance
- Health and Dental Insurance Plans
- Health Spending Accounts
- Segregated Funds
- Group RRSPs
- Employee Benefit Plans
- Financial, Retirement, and Estate Planning services
Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country.