About Us

Regardless of the services we provide, we start by understanding your current situation and your goals of what you are trying to achieve. Then we research possibilities , explain the options and set a plan of action to help you reach those goals. You will be provided with personalized integrated solutions which are well researched and documented. Your customized plan will be implemented using best of financial instruments ranging from High Interest Saving Accounts, GICs, and Segregated Funds, Pooled Funds and Private Investment Management Services ($million + portfolios). We also implement life insurance, disability insurance and critical illness insurance solutions as well as small business solutions (estate freezes, buy sells, shared ownership, IPP's, RCA's etc.)