Estate Planning
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement.
Disability Insurance
Disability insurance can provide you with financial security by replacing a portion of your earnings when an accident or illness causes you to become disabled and unable to work or earn an income.
Corporate Life Insurance
Life insurance protects those who depend on your paycheck, such as your wife, children and quite possibly, your parents. If you die prematurely, life insurance can provide ongoing income to your dependents, until they are able to live comfortably without it.
Retirement Planning
Investments can play a key role in your financial security plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short- and long-term goals. For employee groups, I can offer advice on registered and non-registered savings and pension plans.
Book a Meeting
Have a question? Don't hesitate to get in touch with us.