Personal Services

Corporate Services

Wealth Accumulation

Employee Benefit Plans

Personal Services


  • Estate planning and preservation
  • Life Insurance
  • Income Replacement Due To Disability
  • Mortgage Elimination
  • Critical Illness Insurance
  • Education Funding – RESP’s
  • Long Term Care
  • Retirement Planning
  • Repatriation of Foreign Funds
personal

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Corporate Services


  • Funding For Partnership / Buy Sell Agreements
    • In the event of death
    • In the event of disability
    • In the event of critical illness
  • Funding for a living buyout
  • Business Loan Protection
  • Key Executive Coverage
    • In the event of death
    • In the event of critical illness
  • Executive Tax Deferred Investment Plans
  • Business Succession Planning
  • Tax Deferred / Tax Exempt Corporate Investment Plans
  • Business Overhead Insurance
  • Repatriation of Foreign Funds
coporate

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Wealth Accumulation


  • Risk tolerance assessment
  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Life Income Funds (Registered) (LIF)
  • Life Income Retirement Account (LIRA)
  • Tax Free Savings Accounts (TFSA)
  • Non-registered savings & investment plans
  • Tax deferred investment plans
  • Annuities
  • Segregated Funds
  • Creditor-proof savings
  • Guaranteed Investment Certificates
  • Individual Pension Plan (IPP)
wealth

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Employee Benefit Plans


Take advantage of our “special relationship” with our group insurance supplier companies and obtain lower rates than could be obtained through traditional brokers.

Group Insurance

  • Life Insurance, Accidental Death, Dependent Life
  • Short & Long Term Disability Income Protection
  • Health Care, Dental Care
  • Critical Illness coverage
  • Creative plan designs effectively integrated with Government benefits to save your corporation money.
  • Participatory plans aimed at improving claims experience ultimately reducing / eliminating renewal increases
  • Flexible benefits. Put your money where your employees want it most.
  • Group RRSP Programs
  • Registered Pension Plans (RPP)
  • Deferred Profit Sharing Plans (DPSP)
  • Voluntary Retirement Savings Plan (VRSP)
  • Health Care Spending Accounts
employee

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