Summary of Services
General
- Financial planning
- Insurance: Term 100 U Life
- Guaranteed Investments
- RESP Savings & Asset Accumulation
- Mortgage Insurance
- Critical Illness and Disability
Personal Services
- Tax deferral programs
- Income replacement
- Mortgage Protection (Insurance)
- Estate creation
- Estate Conservation
- Estate equalization
- Educational savings
- Income replacement (Disability)
- Financial needs analysis
- Retirement planning
- Pension/RRSP analysis
- Mortgage quotes
- GIC
- Estate Planning
- Mutual funds
- Limited partnerships
- Personal visits to home or business
- Will recommendations and advice
- Power of attorney advice
- Superb network of advisors
- Turn your mortgage into a tax deduction
- Paying capital gains with 25¢/Dollar
Retirement Savings
- Registered retirement savings plan
- Self-directed RRSP
- Registered pension plans
- Group RRSP
- Life annuities
- Annuity quotes
- Term certain annuities
- Registered retirement income fund
- RRIF
- Deferred annuities
- Impaired annuities
- Pension maximization analysis
- Life income fund (LIF)
- Pension analysis
- Employee benefit analysis
- Will recommendations
- Tax deferral programs
Business Services
- Business loan insurance
- Registered pension plans
- Group insurance plans (Dental, Extended Health, International)
- Group RRSP
- Key person insurance
- Buy sell funding
- Corporate split dollar
- Income replacement
- Weekly indemnity
- Long-term disability
- Personal disability plans
- Utilizing tax incentives to pay premiums
- Corporate seminars
- Executive compensation planning
