Our Services

Many of our clients work with us in one or two areas that we specialize in. In an effort to inform our clients of our diverse expertise and service offering.

Personal Offerings

  • Life Insurance - Get a Quote  
  • Disability Insurance
  • Critical Illness Insurance
  • RRSPs and RRIFs
  • Annuities, GICs and Term Deposits  Get GIC Rates ;
  • Mutual Funds *
  • Segregated Funds
  • Retirement Income Analysis and funding
  • Estate Preservation Analysis and funding

 

We are not tied to any one investment product or company.  We provide a vast array of different products from a number of quality companies.

Business Succession Planning

  • Funding of Buy Sell Agreements
  • Key Executive Insurance/Deferred Compensation
  • Insured Retirment Plans
  • Individual Pension Plans
  • Collateral Term Insurance
  • Funding of Capital Gains Tax
  • Business Contuation/Succession Reserve Accounts
  • Estate Equalization Funding

Employee Benefits

  • Benefit plan design and implementation
  • Market comparisons and analysis
  • Life and Disability coverages
  • Extended Health coverages
  • Dental coverages
  • Critical Illness coverages
  • Employee Assistance plan
  • Private Health Services Plans
  • Get a Quote

Article: Who's Stealing Your Employees? ;