Disability Insurance
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Critical Illness Insurance
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Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view at your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Asset Allocation Planning
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can
Group Retirement Plans
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Life Insurance
No one can foresee the unexpected, like a fatal accident or a sudden terminal illness. But you can always put plans in place to deal with them. By planning the life insurance policies that you own, you can add peace of mind into your future, and not have to worry about the “unexpected” – like dealing with the consequences of a sudden loss of a job, or worrying about how your kids will afford an education if you pass prematurely.
Succession Planning for Business Owners
INTRODUCTION When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession
Employee Benefits for Business Owners
INTRODUCTION There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees. And it shouldn’t surprise anyone that some of the most satisfied (and productive, dedicated and loyal!) employees are those that are content
Health Insurance
There is a common misconception that Canadians have FREE healthcare. While that understanding may be partially true, the fact is that there are many circumstances where individuals and families are burdened with healthcare expenses not covered by the government, and which they (individuals and families) are unable to cover.