YOUR FAMILY
We Help You Protect Your Family and Save for the Future
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
Protect your Family:
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Segregated Funds
- Annuities
- Travel Insurance
- Estate Equalization Planning
- Family Insurance Planning
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
Available Services:
- Investment Planning
- Retirement Planning
- Corporate Investment 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)
- Corporate and Personal Investment Accounts
- Locked-In RRSP
- Locked-In Retirement Account (LIRA)
- Mutual Funds & ETF’s
- GIC/Term Deposits
- Life Income Fund (LIF)
Need help?
You Have a Question?
Let us Answer it.
Our friendly team is focused solely on the best interest of our clients. With an emphasis on investment and insurance planning, we strive to not only grow our clients wealth, but to protect it as well.