SERVICES
My services include a wide range of savings and income products such as RRSP's, Segregated Funds, insurance products and other tax benefit and investment opportunities.
Life Insurance
Life Insurance
Take the burden off your loved ones by investing in their financial protection. Whether you want assistance covering final expenses or building a legacy; protect your family or business with term or permanent insurance. We are here to help you find a plan that makes fiscal sense.
Employee
Health
Benefits
Employee Health Benefits
Offering solid health benefits to your employees is essential to running a thriving business. It shows them you are invested in not only their overall health, but also their future. A strong employee benefits package can help to attract and retain valuable talent that pushes you past competitors.
Living
Benefits
Living Benefits
Planning for the worst isn’t always ideal; we help make the process easier for you. We pride ourselves in networking with the most reliable providers in the field to bring you critical illness insurance and disability insurance that is designed to help you when you and your family need it most.
Retirement
Planning
Retirement Planning
Being prepared for the future, when you are at your most financially vulnerable state, is one of the smartest things you can do today. Make the most of current financial options and ensure you are organized and prepared for the later years in life.
Travel
Insurance
Travel Insurance
Skip the worry. Provincial plans only cover a portion of healthcare expenditures incurred outside Canada and limits coverage when traveling to another province. We will guide you in finding an agreeable plan that gives you the exact amount of coverage you want for your next trip.
Health
Insurance
Health Insurance
Life is unpredictable. Canadians are fortunate to benefit from the National Health Insurance Program and thus have access to basic coverage for doctors and services. However, insurance companies may offer supplementary health benefits. Planning in advance for the worst-case scenario is fiscally responsible and actually frees you up to keep living your best life.
Investment
Investment
Have you ever wanted a secure investment opportunity with maturity and death benefit gurantee? Segregated Fund may be just what you're looking for. Learn about the unique advantages of the segregated fund that may solve your estate planning issues that no other products can.
RESP
Registered Education Savings Plan (RESP) is a special savings account for parents who want to save for their child's education after high school. Contact me to learn more about how to use this tax advantage for your financial planning.