Solutions that we provide to our clients
1. Wealth Planning
- registered and non-registered products, TFSA, corporate class funds, tax planning
2. Estate planning programs
- Ensure that the assets in an Estate don’t become a tax liability.
- Discuss the importance of a Will and POA in your estate plan
- Transferring wealth to love ones.
3. Insurance Offered through Assante Estate and Insurance Services Inc.
- Term Insurance
- Critical Illness
- Life Insurance
- Long Term Disability
- Long Term Care
- Universal Life
- Mortgage Insurance
- Joint Insurance
4. Group & Individual Benefits offered through Manulife, Blue Cross
- Health and Dental
- Group RSP
5. Severance and Pension transfers
- Let our team take the burden off your shoulders, and put us to work.
6. Tax Preparation offered through Tyson Tax Services
- Personal tax returns
7. Mortgages, Investment Loans, Personal Line of Credit offered through Invis
- Ability to assist and find a good lending institution with competitive rates.
“You have an issue, our team has a solution”