There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Our services include:
01
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught. Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
02
Life Insurance
No one can foresee the unexpected, like a fatal accident or sudden terminal illness, but a financial plan can help you be prepared. I can help you build your financial plan and choose life insurance policies to meet your needs. Whether you’re dealing with a sudden job loss or want to ensure your kids’ can still afford an education if you die prematurely, I’m here to help.
03
Health Insurance
While Canadians don’t have to pay upfront for healthcare services covered by provincial government healthcare plans, these plans don’t cover all healthcare-related expenses. Rather than paying for these out of pocket, you may be able to purchase health insurance to cover these expenses.
04
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
05
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
06
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.