Our job is to work together with you to find a solution that will fit into your life NOW, and help you reach your goals. As a licensed broker and dealer, we have access to products with all of the major insurance and investment companies including Manulife, Fidelity, Canada Life, Mackenzie Financial, Industrial Alliance, Franklin Templeton, among many others. Some of the solutions we provide include:
• Life Insurance and Critical Illness Insurance
• Corporate and Executive Benefits
• RRSPs, RESPs, RDSPs and TFSAs
• Pooled Fund Investments
How We Make Recommendations
Your needs and goals are the basis for our recommendations. The product is secondary. We follow specific criteria while setting up your portfolio, including a 6 step process that ensures you, as our client, receive tailored recommendations for your specific needs.
- Spend the time necessary to meet with you and review your goals.
- Review and assess your financial scenario.
- Put together a recommendation that is designed for you and your circumstances, based on your needs and goals.
- Present you with our recommendations and advice.
- Implement and put the recommendations into action.
- Annually review your portfolio together with you.