Our Services

 
 

Through different life stages, we want to understand your needs.

 
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Retirement Planning

Most young people don’t have a plan to get them to a comfortable retirement. Most older people have no idea if they have enough to retire. Don’t lose another night’s sleep, talk to us.

Education Funding

We will steer you through the complicated maze of RESP rules; Family & Individual plans, government grants, how much you should save, etc.

Insurance Solutions

We evaluate all insurance needs, other than home and auto. These include mortgage, life, disability, critical illness, health & dental, and travel insurance. 


Companies we deal with:

We are brokers, so we deal with many different companies on your behalf. We find the solutions that work best for you.

Employee Benefits & Group RRSPs

You’re a business owner and want to find the best benefits and/or group investment plan for your valued employees. Or, you’re an employee who needs help understanding your coverage…do you have enough? Should you and your spouse both take full coverage? Maybe not.

Practical Financial Advice

Should you pay off your mortgage and other debt, or save more? Should you save in an RRSP, Spousal RRSP or TFSA? What even is an RRSP? We can take you back to basics. Should you buy back years of service in your pension? You have questions, we have answers!


 
How can you get where you’re going if you don’t know where you are? Let us point you in the right direction.