Our services.
Insurance and Investment Solutions
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We offer a full product shelf in insurance solutions for individuals and business owners:
- Life Insurance (term, participating, universal, etc.)
- Disability Insurance (debt or earnings-based)
- Critical Illness Insurance
- Health Insurance
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- We offer all investment vehicles: TFSA, Open/Non-Registered, RESP, Registered vehicles (RRSP, Spousal RRSP, LIRA, Locked-in RRSP, IPP, RRIF, LIF, etc).
- Within these vehicles, we may recommend Mutual Funds, ETFs, Segregated Funds, Liquid Alts, Annuities, structured products, GICs, term deposits, etc
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- A key value of our firm is independence. We are not tied any single insurance or investment company. We are happy to show market surveys and comparison across multiple providers.