| Tools of the Trade
Asset Management
RRSP's:
| A great way to accumulate tax beneficial savings for your retirement. Pay yourself first! |
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Non-Registered:
| Save for a rainy day or for emergencies while earning interest, or start that trust fund! |
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RESP:
| Take advantage of the government grants while easing the burden of post-secondary education costs |
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GICs:
| Lock in competitive interest rates for a fixed period. |
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RRIFs & Annuities
| Provide yourselft with retirement income with these unique products! |
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Living Insurance
| Critical Illness Insurance: |
When the unthinkable happens, get tax free money to help you and your family. |
| Disability Insurance: |
Protect yourself and your family in case you are unable to provide what you always thought you could. |
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Life Insurance
| Term Insurance: |
Affordable and convertable plans available in an individual, joint or multi-life basis. |
| Universal Life : |
Customize your plan to fit your needs and wants |
| Charitable Gifting: |
Give the gift of a lifetime to your charity(ies) of choice - I'll show how |
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Business Succession
Having a Buy-sell agreement is simply just good business sense. Let us help you customize an agreement that is beneficial to each unique situation.
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Employee Health Programs
Providing health benefits for your employees not only ensures that your existing employees are well looked after, it is also an attractive package for potential employees. We can provide your company with a plan, from basic to comprehensive at great rates!
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Employee Group Pension & RRSP
Group Pensions and Group RRSPs are great ways to help your employees save and plan for their retirement. Offering flexible payment plans, we guarantee that we can find the plan that suits the needs of you and your employees.
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Pre-Arranged Funeral Planning
Let's discuss how you want your funeral to be and how much money you want to spend on it. You can now purchase your entire funeral package (funeral service AND cemetery service) at affordable payments. No funeral home or cemetery can offer you this complete package! Contact us for explicit details and to customize your plan now!
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