What are your retirement goals? Could our unique integrated planning process help you realize the lifestyle you see for yourself in retirement?
Mutual Funds (RESPs)
Your child’s future depends on a good education and a solid financial security plan.
RRIFs, LIFs & Annuities
If you have already retired or plan to retire soon, I can help you maximize your income potential, ensure flexibility and minimize your taxable income.
Have you considered how a leverage strategy could fit into your financial security plan? We can provide you with loan options that can make your investment strategy come to life. Whether you are borrowing to make your annual RRSP contribution, catch up on previous yearsâ missed contributions or you would like to purchase investment funds to take advantage of the benefits of a leverage strategy, we will work closely with you to determine if this is a suitable strategy for you.
How much is enough? What type of coverage suits your needs? What is your budget? Through a comprehensive planning process, my team of product specialists and I will help you: identify suitable tax-advantaged strategies, understand your estate planning options and customize your insurance programs to meet your family’s needs today and in the future.
Health & Dental Insurance
Are you aware of the type of coverage you have and what all your options are?
Segregated Funds / Mutual Funds
Mutual funds and segregated funds offer many inherent benefits, including professional money management, diversification, simplicity and choice. Segregated funds are regulated as insurance products rather than as securities.
This difference means that segregated funds have certain additional advantages including:
Critical Illness Protection
Critical illness insurance can provide you with a one-time lump sum benefit when you need it the most. In the event of a critical illness, money is often needed to help cover additional expenses such as:
Timely medical treatment outside Canada
Special medical attention or domestic help
Medical treatment that is not covered under traditional medical plans
Recovery time off work
To pay off your mortgage or other pressing financial liabilities