OUR SERVICES

Our comprehensive financial planning process will take into account all aspects of your financial situation and insurance needs to ensure you are making smart decisions to build, maximize and secure your lifetime wealth.

Our investment philosophy is conservative. Our goal is to help you maximize your wealth accumulation while taking the lowest level of risk needed. We incorporate fundamental and time-proven investment planning principles to maximize your return, while reducing risk and minimizing  taxes throughout your lifetime. 

Risk management is a critical part of financial planning and is necessary to secure your wealth and protect your family and business. Our detailed financial planning process will allow us to identify any risks or gaps in your situation so that we can provide you with solutions to ensure all of your bases are covered. 

In order to protect your business, you need to protect your employees. We can assist you in implementing and managing a health and dental benefit plan for your business. A group employee benefit plan will help you attract and retain the best available employees and team members for your business.   

  Want to add some safety, security and guarantees to your investment portfolio? Guaranteed Investment Certificates (GICs) are the solution. 

A GIC is a secure investment that guarantees 100% of your principal and interest when held to maturity. We are Registered Deposit Brokers Association (RDBA) affiliated advisors and have access to a range of attractive GIC options and rates. Please contact us to learn more and see what you could be earning in a GIC today.