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Our Services & Solutions

Providing the value of advice 

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify investing, giving you added confidence in your financial decisions. 


Comprehensive Retirement Planning 

Our 5 Step Process ensures you are on your way to a happy and worry-free retirement. You’ve worked hard to build significant assets for yourself and your family — assets you want to protect, grow and pass on. We can help you:

  • Manage your banking and investments with personalized services tailored to your needs
  • Take an integrated approach with financial strategy, tax and estate professionals working for you
  • Develop and implement wealth management strategies based on your goals

Risk Management & Insurance Solutions

Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses. 

With the right Insurance solutions, you can protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.  We can provide educated advice and expertise in:

  • Health & Life Insurance
  • Travel Insurance
  • Critical Illness & Disability Insurance

Strategic Investment Solutions

Whether saving for retirement or a child’s education, portfolio investing or planning your estate, we provide investment products for Canadians to cover all stages of life.  We can help you:

  • Meet your personal wealth and business needs with comprehensive and integrated investment services
  • Support your wealth goals holistically through partnerships with key banking, private wealth and advisory services
  • Save, invest and grow your wealth with strategies based on your priorities now and as they change over time

Business Owner & Group Solutions

Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness.

  • Group Benefits
  • Group Retirement
  • Group Pension
  • Strategic Corporate Investing 
  • Buy/Sell Insurance