Our Approach

We Offer Two Distinct Approaches to Help Serve Your Needs:

Full Financial Planning

  • Discovery
  • The Strategic Plan
  • Implementation
  • Monitoring

Need/Goal Specific Services


Personal/Family

  • Retirement and Investment Planning
  • Estate Planning
  • Life Insurance
  • Disability & Critical Illness Insurance


Business/Corporate

  • Key Man Insurance
  • Partnership
  • Group Services
    • Pension Plans
    • Group RRSP’s
    • Health & Dental Benefits