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

     - Travel

     - 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”