2

Is your business prepared
for the unexpected?

WE CAN HELP
1

Is your paycheque protected in the
event you are unable to work due
to sickness, or injury?

3

Are your loved ones financially protected?

4

Are you saving for the happily ever after?

strategicslide

Is your corporation paying for
your life insurance?

Save For Future

Let's get started in planning for your future. Our advisors will assess your needs and design a portfolio that suits your goals.

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Ensure You're Protected

One of the first and foremost objectives we set out to do is assess your current financial situation, in order to further understand how we can help ensure you are properly protected.

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Invest Wisely

Meeting your life goals through the proper management of your resources.

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LIFE STAGE BASED ADVICE

single

Single

You have no dependents who rely on you for financial support. Start early by reducing debt and paying yourself first – time is on your side.


Life Insurance, Critical Illness and Disability coverage are action plans you should consider. Take advantage and lock in your premium. The younger and healthier you are, the lower your premiums.
Services

Financial Planning.

Products

Non-Registered Investments and Registered Investments.

Investments

RSP, TFSA, Life Insurance, Critical Illness and Disability Insurance.

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family

Family

Young families typically have many financial responsibilities i.e., mortgage, day care and vehicle payments to name a few – this may result in minimal savings. It is of utmost importance to protect your income in case of death, disability or injury. How many paycheques can you miss without this negatively impacting you and your family?


During this stage of your life, you want to start saving for your children’s education, and your retirement. You also want to be sure you are taking full advantage of all tax deductions and credits available to you.
Services

Financial Planning.

Products

Life Insurance, Disability, Critical Illness, RRSP, TFSA and RESP.

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retirement

Retirement

You are now in or approaching your “Golden Years”. To truly enjoy your retirement, you need to ensure you have planned for this event in your life. Due to healthier life styles and medical advancements, Canadians are now living longer. You need to make sure you do not outlive your savings. Unexpected expenses, debts, health requirements, and an increase in cost of living are all factors to consider.


When you have a proper retirement plan and are enjoying retirement, may we suggest you turn your focus to estate planning to ensure all your wishes are met.
Services

Financial & Estate Planning.

Products

Life Insurance, Long Term Care. RRIF, Annuity and LIF.

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business-owner

Business Owner

Business owners have put their time, money and resources into their business. It’s important to be prepared for the unexpected.


Could your business survive the death of a partner, or loss of a key employee? We offer tax advantaged solutions that hedge many concerns, along with attractive group and executive plans.
Services

Key man, buy and sell funding methods. Business estate, and succession planning.

Products

Corporate owned – Life, Critical Illness and Disability Insurance. Individual Pension Plans. Group Health and Dental plans.

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StrategicViewProcess

Some of the Organizations we Represent