Personal Services
- Estate Creation and Conservation
- Life Insurance
- Mortgage Insurance
- Disability Protection
- Critical Illness Protection
- Living Care Benefits
- Tax Deferral Programs
- Non-medical Life Insurance Coverage
Investment Services
- Tax Free Savings Account – TFSA
- Guaranteed Interest Options – GIC
- Investment Funds
- Segregated Funds
- Education Savings Plan
- Tax-Advantage Programs
- Advantage Savings Account
Retirement Services
- Registered Guaranteed Interest Certificate – GIC
- Registered Savings Plans (RRSP’s)
- Registered Income Funds (RRIF’s)
- Guaranteed Retirement Income Programs for life
- Pension Maximization Programs
- Annuities
- Advantage Registered Savings Account
Corporate Services
- Business Continuation Programs
- Split Dollar Arrangements
- Partnerships
- Group Insurance Programs
- Group Retirement Programs
- Individual Pension Plans (I.P.P.)
- Advantage Business Account
Network with premier insurance companies, banks and investment fund institutions; working with tax and estate planning specialists for complex situations.
