Services
Investments
Retirement
Employee
Benefits
Insurance
Group Pension & RRSP
Investments
• Mutual funds • Segregated funds • Retirement solutions • TFSAs • RRPs • RDSPs • RESPs
We will review your current investments, identify concerns, and help you implement a long-term portfolio in conjunction with our integrated Navi Plan retirement planning software . As we tailor your portfolio to work in tandem with the rest of your financial life, we’ll take into account your unique risk tolerance and time horizon toward retirement and goals for the future. We will make sure that the money you worked hard for is working for you
Retirement
• Retirement Income funds • Income annuities • Pension plans • Group retirement plans
What does retirement look like for you? Retirement has a different meaning to everyone, and we are here to help you plan and prepare for when that day comes.
Health Benefits
• Employee benefits • Health and dental • Long-term disability
Healthcare can be expensive, and the need for it can arise unexpectedly. We offer affordable individual and group health plans that will ensure you and your family have access to medical necessities.
Insurance
• Term and Permanent Life Insurance. • Disability insurance. • Critical illness Insurance
• Group insurance • Estate planning • Key person Insurance
If you got injured or died yesterday, would your family be okay financially? You want to know that your loved ones will be okay without you, and that you and your family are protected from life’s unexpected events. We will review your existing coverage and identify gaps to ensure complete protection of your financial future.
