Strategies to meet your financial needs

Servicing you by offering the Financial products that will build a well-thought-out financial security plan. I’ll help you make sure that the financial security products you select address your specific needs and ongoing Service.

The service includes a broad range of financial products from other financial institutions, through brokering:

  • Individual life insurance – Participating – Term – Universal life
  • Segregated fund policies, RESP, RRSP, RRIF and TFSA
  • Payout annuities – RRIF and LIF
  • Individual Disability Insurance
  • Individual Critical Illness insurance
  • Individual Health and Dental insurance
  • Business insurance
    • Key person insurance
    • Business continuation
    • Buy / Sell agreement funding
  • Group insurance
  • Group retirement plans
  • Mortgages Referrals

Allow me to review your current situation to determine the best strategies for your financial situation.