- Personal Financial Planning
- Wealth Management
- Registered Retirement Savings Plan (RRSP)
- Registered Education Savings Plan (RESP)
- Tax Free Savings Account (TFSA)
- High Interest Savings Account
- Insurance Company Investment Products
- Risk Management
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Long Term Care
- Travel Insurance
- Mortgage Insurance
- Property Insurance
- Auto Insurance
- Mortgage and Line of Credit
- Professional Service Referrals
Professional Service Referrals
Accounting and Taxation Services – We can refer you to accountant to get professional advice
Legal Services – We can refer you to the lawyers to get legal advice, e.g. will and trust set up