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Individual Services
We understand clients have different goals and objectives. Our unique approach in plan design, in-depth analysis, corporate policy advice, and marketing allows us to provide highly customized packages.
Create
Preserve
Replenish
Retirement Planning
Spousal Registered Retirement Savings Plan
Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Fund (RRIF)
Life Income Fund (LIF)
Tax-Free Savings Account (TFSA)
4 Types of Life Insurance
Term Insurance
Low cost, temporary protection for times of high financial risk. (e.g. when you have a mortgage)
Stable lifelong protection without the complexities of universal life. Over the long term, it offers generally a better financial choice than buying and renewing term insurance.
Non-Medical Insurance
Universal Life Insurance
Whole Life Insurance
A life insurance policy which is guaranteed to remain in force for the insured's entire lifetime, provided required premiums are paid, or to the maturity date.
A more flexible but intricate type of insurance that combines long term life insurance with an opportunity for tax-deferred savings.