We offer our clients up to date estate planning. The planning process requires the gathering of all your Financial, Life insurance and Tax information and then do an in depth study and analysis of the information to provide the clients with a written assessment. Our team will point out areas of concern and recommend products that will satisfy those areas that are missing or need to be updated.

Life and disability insurance play a major role in the financial planning process. Our team will look into the personal aspects of each individual’s lifestyle and spending habits to analyst and recommend life and or disability insurance that should be in place to cover any loss in the case of an accident, major illness, or death.

Our team have a mortgage broker in place to offer clients residential mortgage’s at the most competitive rates in the industry today.

If you have a small or medium size business and are looking for a quote for life and group benefit package we will come to your business and assess the needs that you are looking for and a price range the fits for your business.

Our team represent over 30 different mutual funds companies and segregated fund companies. Whether you are looking for low to higher risk investments we have the funds to satisfy everyone’s needs. Sometimes when the markets are a little turbulent and you want an investment that is guaranteed 100% and still want to take advantage of some of the benefits of regular mutual funds without the risk then we would recommend a segregated mutual fund product that can only be purchased through a licensed life insurance agent.

Buy sell agreements come in many forms and are extremely important to have when you have a partnership in a company. The buy sell agreements are mainly used to prevent a disaster in the case of the death of one of the partners. They provide funds in the case of death and are important in the case of disagreements between the partners.