519-745-8771   |   1-800-866-8727
519-745-8771   |   1-800-866-8727

Products & Services

Serving the Province of Ontario

Product Selection Factors

  • Experience
  • Research resources
  • Intuition
  • Pricing & benefits
  • Recommendations

Services We Provide

  • Specific Requirements
  • Basic Income Estate Analysis
  • Basic Retirement Planning
  • What If Scenarios
  • Basic Estate Planning
  • Journeying/Encouraging
  • Educational Seminars/Workshops

Products Offered

  • Life Insurance (term and permanent)
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Mortgage Insurance
  • Health & Dental Benefits
  • Group Benefits
  • GICs, Term Deposits
  • Segregated Funds
  • Annuities

Saving Strategies

  • RRSP (and Spousal-RRSP) and RRIF (and Spousal-RRIF)
  • Tax Free Savings Account (TFSA)
  • Locked-in Retirement Account (LIRA) and Life Income Fund (LIF)
  • Registered Disability Savings Plan (RDSP)
  • Registered Education Savings Plan (RESP)
  • Non-registered (individual and joint)
  • Self-directed options
  • Lumpsum pension rollovers

Our Compensation

We address your costs and how we are paid early in our interactions. We have a history of “staying ahead of the curve”, being competitive with respect to fairness in compensation for the customer, ourselves, and the industry infrastructure.