- Small business owners
- Self-employed individuals
- Individuals with variable/commission income
- Investment property owners
- New Canadians
HOW IT WORKS:We start with an initial strategy session to determine if there is a fit. Next, we empower you with a 5 Step Process to:
1. Clarify what you want
2. Design a strategy to get what you want
3. Find the money to fund what you want
Inadequate tax savingsOpportunity knocksBuying homeBuy/transition/sell businessExpanding businessDisability/ critical illness/death Wealth transitionLegacyRetirement Marriage/divorceBirth childPurchase investment propertyDebt managementToo much “stuff” too little timeNew Canadian
Working with an experienced CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) can potentially reduce risk and increase the reward.
For telling you where to go NO
If you chose to go YES
If a product is recommended to address your needs: permanent life insurance,annuities, Executor Liability Insurance,GIFs,guaranteed issue life insurance,universal life insurance,GICs,employee benefits,guaranteed investment funds,business sale referral,term life insurance,whole life insurance,business insurance,long term care insurance,simplified issue life insurance,disability insurance,critical illness insurance,travel insurance,RRSPs,pension plans,retirement income plans,custom designed risk management,income annuities,executive benefit plans,health insurance,mortgage referrals,joint annuities, We am not obligated to do business with any single company or group.