We Help You Protect Your Family and Save for the Future

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Protect Your Family

Over a lifetime, the average person living in Ontario has the opportunity to earn a substantial amount of income.  This means that a person’s greatest asset is actually his or her ability to earn an income. Providing financially for your family enables you to enjoy the security of a home, the joy of a vacation, and the relaxation of retirement. The loss of income – from increased taxes, disability, illness or death – costs your family the lifestyle you’ve worked hard to achieve and places all of your dreams for their future at risk. 

Solutions that can help protect your family include:

• Life Insurance 
• Disability Insurance
• Critical Illness Insurance
• Segregated Funds
• Annuities 
• Travel Insurance
• Estate Equalization Planning
• Family Insurance Planning

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Save for the Future

Whether you’re saving for your child’s college tuition, planning a vacation, building a nest egg for retirement, or investing in a small business – there are many important considerations for investing. We believe that successful investing is not about market timing but rather time in the market.  We help our clients establish a solid plan to achieve their savings goals. 

Solutions that can help you save for major purchases include:

Available Services:
• Investment Planning
• Retirement Planning
• Education Planning


Available Plans and Products:

• Registered Retirement Savings Plan (RRSP)
• Registered Retirement Income Fund (RRIF)
• Registered Education Savings Plan (RESP)
• Tax Free Savings Account (TFSA)
• Locked-In RRSP
• Locked-In Retirement Account (LIRA)
• GIC/Term Deposits
• Life Income Fund (LIF)

Ask Us How We Can Help