Products & Companies We Use

Insurance

Wealth

We pride ourselves on being an independent broker.  Why you may ask?  Because we don’t believe that any one company can provide you the exact needs for your family.  Sometimes it takes a bit more digging to find the exact coverage that is required for your specific situation.

With access to many different insurance carriers, we shop for the best value for you, your family, and/or your business needs.

Our offerings include:

  • Life Insurance (Term and Permanent)

  • Critical Illness

  • Disability

  • Buy/Sell

  • Overhead Expense

  • Long Term Care

  • Extended Medical Care

  • Fracture

  • Travel Insurance

  • Accident and Sickness insurance

  • AD&D

  • Hospital Benefit

  • Health and Dental Plans

  • Group Health Plans

Our solutions include:

  • Mutual Funds

  • ETFs

  • GICs

  • Segregated Funds

  • Deposit Products

Our account offerings include:

  • Registered Disability Savings Plan (RDSP)

  • Pension Review (DCPP, DBPP, DPSP)

  • LIF, LIRA, RRIF

  • Non-Registered

  • Tax Free Savings Accounts (TFSA)

  • Registered Retirement Savings Plan (RRSP, Individual & Spousal)

  • Registered Education Savings Plan (RESP)

One solution never fits all! With nearly 117,000 different investment options to choose from, you can rest assured that we have the tools available to support you in reaching your investment goal!

A large part of achieving your wealth goals is having someone in your corner who is able to objectively look at your investments.  By having a process and plan in place and an advisor by your side to keep you on track, you’ll be able to see that light at the end of the tunnel burn brighter and brighter as you get closer to your investment objective.

We utilize over 200 companies, including...

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