A wide range of tools to help implement your plan.

Banking
  • High Interest Saving
  • High Interest Checking Accounts
  • GIC
Financing
  • Mortgages
  • HELOC
  • Leverage Loans
Investments
  • Mutual Funds
  • Guaranteed Segregated Funds
  • Registered Education Savings Plans
  • RRSPs, RRIFs FHSAs RDSPs
  • Life Income Funds
  • ETFs
  • Alternative Investments
Insurance Products
  • Life, Disability, Critical Illness
  • Mortgage Insurance
  • Employee Benefit Group Plans
  • Key Man Insurance
  • Global Healthcare
  • Travel Insurance
  • Auto & Home
  • Uninsurable Cases
Tax Services
  • Annual Individual Tax Planning
  • Cash Damming
  • Review And Optimizing Personal Taxes
  • Review And Optimizing Corporate Taxes
  • Minimize Estate Tax
Strategies
  • Business structure
  • Determining Your Portfolio Target For Your Retirement
  • Tax Free Investing
  • First Time Home Buyer Programs
  • Investing In Income Properties
  • Wealth Transfer Plans
  • Estate Conservation
  • Estate Creation
1 Guaranteed Investment Certificates (GICs) are offered through multiple carriers 2 Mutual funds products are offered through Investia Financial Services Inc 3 Segregated funds products are offered through multiple carriers * Insurance products are provided through multiple insurance carriers