Financial Planning

Financial planning is not a means to an end but rather a lifelong commitment to a process that will serve you throughout your life. “The plan” is unique and tuned to provide your family with the tools required to successfully chart the course.

Retirement Planning

How you want to spend your time is going to determine how much money you are going to need, so you are going to have to take a little time to ask yourself a few questions. When do you want to retire?

Products & Services

  • Tax Free Savings Account (TFSA)
  • Guaranteed Minimum Withdrawal Balance
  • Segregated Funds
  • Universal Life Insurance
  • Term / Whole Life Insurance
  • Long Term / Private Health Care Insurance