FINANCIAL SERVICES

OUR SERVICES

We can offer you a wide range of insurance and investment products and services that can benefit your financial situation. Our services range from start-up saving plans to advanced wealth management and estate planning solutions.  
SERVICES
    INVESTMENT & SAVINGS PLANS

        There are no cookie cutter answers about what’s the best investment plan for you. I’ll help you understand your options and make informed decisions whether you:

         

        • Were down-sized and need to transfer pensions
        • Want to ensure you can retire comfortably
        • Want to know if you should invest in a TFSA or RRSP, or both
        • Are self-employed and want to create your own pension through an IPP and other pension structured investment strategies

    RESPONSIBLE INVESTING (RI)

        Responsible investing helps fulfill your need to grow your money and help our environment. We strive to find investment strategies that fit into your portfolio that address the challenges facing our fast changing environment, including: increasing population, rising living standards, infrastructure deficit, finite natural resources and pollution. David Richardson, Executive Director, Business Development from Impax Asset Management quoted on October 2, 2018 that:


        • "We are currently using one and a half planets and will need four planets in the future to sustain the world's population".
        • "California grape growers are now searching for water at 400m compared to the historical average of 40m."

    SUCCESSION PLANNING

        You’ve spent a lifetime building your family farm or business. The transfer of assets and management can be a difficult and complicated process especially when multiple family members or partners are involved.

          

        We ensure that all partner’s and family members’ voices are heard as we assist with succession planning. The result, a high probability for a successful continuation of your profitable and functional farm or business for the next generation.

    CHARITABLE GIVING

        Lifetime giving lets you see the fruits of your generosity during your lifetime.  Options include:  

         

        • A single charitable donation
        • Ongoing charitable donations
        • Setting up a charitable foundation named after a loved one

        Legacy donations to favourite charities can also be set up as part of your Estate Planning.

    INSURANCE PRODUCTS

        When the unthinkable happens, you want to ensure your loved ones are protected. You want the peace of mind that your business will thrive.


        Insurance for partner buyouts, insurance to cover a mortgage and other debts, helping you through a critical illness, or simply understanding if term or permanent insurance (or both) is your best option. Whatever your needs, we have access to a large selection of insurance companies and products to offer the best solution through:


        • Life insurance: term and permanent
        • Critical Illness Insurance
        • Disability Insurance
        • Long-term care insurance

CONTACT US TODAY FOR A COMPLIMENTARY FINANCIAL REVIEW TODAY

705-726-7526 Email Us

CONTACT US TODAY FOR A COMPLIMENTARY FINANCIAL REVIEW TODAY

705-726-7526 Email Us

CONTACT US TODAY FOR A COMPLIMENTARY FINANCIAL REVIEW TODAY

705-726-7526 Email Us

For a Complimentary Financial Review, Contact Us Today.

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WHAT TO EXPECT WHEN WORKING WITH US

We begin with a no obligation consultation where we’ll take the time to listen and get to know what’s important to you. Upfront and approachable, we’ll provide total transparency about fees and process. We’ll use simple language to explain options and recommendations.

Our Process

  1. Introduction: We’ll discuss time-frames, a full disclosure of fees and compensation and responsibilities.
  2. Fact Finding: I’ll listen to understand your needs and goals and ask questions to collect information.
  3. Analysis: I’ll take away the information and conduct a full analysis, research solutions and create recommendations and a strategy.
  4. Develop and Present Strategies: We’ll meet again to explain recommendations and strategies to find your comfort level to move forward.
  5. Implementation of Financial Strategies: I’ll put the strategies into motion in the time-frames we’ve agreed upon.
  6. Ongoing Review of Strategies: We schedule future touch points where we’ll meet to review and ensure that strategies and results are on target.
Contact us today for your no obligation financial consultation.