Our Services
Investments
Begin investing or reviewing current investments to achieve your long-term or short-term objectives.
Financial Planning
Reviewing or creating a detailed savings and investment strategy to achieve well-being and security over the long term.
Retirement Planning
Reviewing and determining your retirement goals and the actions required to achieve them.
Estate Planning
Reviewing and creating plans for the transfer of your estate after death.
Insurance
Implementing or reviewing your current life insurance and living benefits needs to reduce your financial risks with premature death, illness, or injury.
Power of Attorney – A Financial Planning Component
Power of Attorney - A Financial Planning Component A power of attorney is an essential part of a financial plan. If…
Your RRIF should have a Cash Wedge
Your RRIF should have a Cash Wedge. If you turn 71 in 2023 you will need to change your Registered Retirement…
Segregated Funds Provide Flexibility, Growth Potential and Unique Benefits
Segregated Funds Provide Flexibility, Growth Potential and Unique Benefits With the financial markets looking more promising, many individuals are reviewing their…
Strategies for dealing with stock market volatility
Selling off in a low market is a big mistake for investors! In times of stock market fluctuation and uncertainty about inflation,…
How Grandparents can do more financially to help their Grandchildren
How Grandparents can do more financially to help their Grandchildren Many grandparents are assisting with some of the big expenses and…
Power of Attorney – A Financial Planning Component
A power of attorney is an essential part of a financial plan. If something happens to you, for example an accident or…