Private Wealth Management
Dedicated to addressing the sophisticated financial needs of highly successful people like you with Low fee funds, tax minimization & strategic implementation of life insurance.
Life
Insurance
Protect your business & family’s financial future with an insurance needs analysis. Achieve your long-term financial goals with Term, Whole life & Universal Life insurance.
Individual
Pension Plans
Business owners can boost retirement assets with an Individual Pension Plan. Tax-deductible to your business, maximize tax-sheltered benefits, enhanced retirement benefits and important tax advantages.
Group Benefits
Group benefits provide a mechanism for employers to provide employee benefits as part of an employee’s total compensation package. Attract & retain top talent with group benefits available from a variety of insurers.
Financial Planning
Financial planning is more than budgeting, saving or the perfect investment strategy. It defines your strategies toward achieving your life goals through proper financial management. Goal-based planning, low fee Segregated & Mutual funds, RRSP, TFSA, RESP
Enhanced Retirement
Maximizing your retirement assets by using Participating Life Insurance to create a Tax-Free supplemental income stream at retirement and significantly increase your estate value.