Our Services

Life Insurance

One of the most common reasons to buy life insurance is to replace income if a spouse dies. … That's a great reason and one that makes a lot of sense if your family depends on your income. ... For business owners and the wealthy, it can be a way to ease financial burdens other than lost income.

RRSP

Five Reasons to Invest in an RRSP

RRSPs allow investors to take advantage of tax deductions. One of the benefits of investing in an RRSP is that contributions are deductible against your income. ...
RRSPs can help you save for retirement. ...
RRSPs can lead to long-term investing. ...
RRSPs allow you to grow your net worth. ...
RRSPs help your savings grow tax-free.

TFSA

4 reasons to open a TFSA

You're already contributing the full amount to your RRSP each year. When you retire, you can draw income from your TFSA tax free. ...
You expect your income tax rate to be higher when you take money out of the TFSA. ...
You need a flexible savings plan. ...
You want to reduce taxes on your investments.

Annuities

One of the biggest reasons for anyone to buy an annuity is to avoid outliving their money. You purchase an annuity, and you begin receiving income payments as of the certain date. Those income payments can go on for the rest of your life, which means you will never run out of money

Individual Consultation

Below are 10 reasons why a financial plan is much needed.

Managing Cash Flows or Budgeting. ...
Efficiently Managing Debt. ...
Streamlining Your Investments. ...
Invest In The Right Financial Products. ...
Set The Right Asset Allocation. ...
Weeding Out Inefficient Financial Products. ...
Calculating The Right Insurance Cover.