Full Financial Planning Services
- Financial Planning
- Investment Planning
- Risk Management (Insurance Reviews)
- Estate Planning (Wills, Power of Attorney, Personal Directives)
- Retirement Planning
- Tax Planning & Tax Services
Insurance Services
- Life
- Critical Illness
- Disability
- Long Term Care
- Health & Dental Plans
- Health & Wellness Spending Accounts
- Travel Insurance
- Group Benefit Plans
- Group Benefits Integration
Investment Services
Types of Accounts
- TFSA
- RRSP
- RRIF
- OPEN (Non-Registered)
- LIRA
- RESP
- & More
Types of Investments
- GICs
- Annuities
- Segregated Funds
- Pooled Investment Funds & Private Equities
- ETFs
- Privately Managed Accounts
- Pensions
- Bank Accounts / High Interest Savings Accounts
- Manulife One
- Charitable Giving Funds
We also offer online access to all your accounts. We also represent the entire spectrum of investments, including almost all banking insurances and investments, as well as contracts with almost all insurance companies in Canada. We off you the BEST of the BEST!
