FINANCIAL SERVICES

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

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.

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.

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