wealth creation and risk management services for you

Questioning whether you have enough or if you're paying too much?  We can provide a range of solutions for you, your spouse and kids, your business and business partnerships.  Ask for a free analysis of your coverage to find out more.

Do you have questions regarding your CI or LTD.  Do you know what it is and how it can protect you, your family and the goals you have?  Find out where and how to get it and how to get your money back if you never make a claim.

Trying to decide which account is right for you?  We can lay it all out, easy to understand so you don't have to keep wondering which accounts and why.  Whether it's RRSP's, TFSA's, Non-Registered accounts or RESP's we have you covered with solutions availeble from every major investment provider.

With years of designing plans from the ground up and overseeing plans that have been in force for decades.  We can alleviate the difficulties members face with investment decisions in their group plans with 1-on-1 meetings to provide them with informed investment solutions, removing the day to day stress on HR persons by abiding by the CAP guidelines.

Providing benefits plans for small to medium sized business in the province and abroad.  Using a customized and focused approach to owners and management with solutions that are tailored for you and your key management staff.

Are you looking to invest inside your operating company or holding company?  Retained earnings can open the door to other product solutions when looking for a specialized tax efficient vehicle(s).  From Doctors and Lawyers to the small business owner, you all have an array of options.

Looking to attract and retain key employees or management?  There are tax advantaged ways to compensate these individuals and professionals.  

We have strategic partnerships with mortgage brokers from across the province that utliize different lenders providing an array of solutions for your needs.