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What We Do


Money Product Services:

  • High-Interest Savings Accounts

  • Tax-Free Savings Accounts (TFSA)

  • Registered Education Savings Plans (RESP)

  • Registered Retirement Savings Plans (RRSP)

  • Registered Income Funds (RIF)

  • Tax-efficient Investments

  • Private Investment Management

  • Individual Pension Plans

  • Individual Compensation Agreements

Insurance Services:

  • Life Insurance

  • Disability Insurance

  • Critical Illness Insurance

  • Long-Term Care Insurance

Group Insurance Services:

  • Group Pension Plans

  • Group Health Insurance

Financial Plans:

  • Cash Flows

  • Net Worth

  • Retirement Planners

Tax-Planning