My Products & Services
Services Financial planning, retirement planning, portfolio analysis, insurance analysis
Products Life insurance, mortgage insurance, critical illness insurance, disability insurance, Travel Insurance, annuities, group benefits, segregated funds
Plans RRSP, RESP, TFSA (tax-free savings accounts), Groups and Individual Pension Plans
Products and services for businesses:
If you are self-employed or a shareholder in or owner of a business, you must also, among other things, consider the following:
* Planning shareholder needs, including coverage in case of death, disability or critical illness, and buy and sell agreements
* Risk management with regard to key employees and employee benefits
* Individual Pension Plan (IPP)
* Financing debt structure, the buyout of a partner, venture capital
* Tax efficient strategies, savings and estate planning for your business
* Insurance and Group Pension Plan