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Are you sure you're protected? 

You're SURE .... right?

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Protect what is most important

Peace of Mind

  • Peace of mind for survivor
  • Know somebody who was diagnosed with 'Critical Illness'
  • Financial consistency of income
  • Staying on track
  • Financial security for current and future
  • Family lifestyle needs are important

Knowledge

  • Knowledge of industry trends
  • Accurate direction of financial future
  • Very good advice

Service

  • Professional, prompt and responsiveness to requests
  • Available for consultation or concerns
  • Updating needs as they apply to us

Relationship

  • Dealing with one organization
  • Great relationship


Our Services

Insurance

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Group Benefit Packages
  • Health & Dental Coverage
  • Travel Insurance

Investments

  • Segregated Funds
  • Guaranteed Investment Funds
  • Guaranteed Interest Contract
  • Term Deposits (Cashable GIC's)
  • Annuities
  • Asset Allocation Funds
  • TFSA

Banking

  • Guaranteed Investment Certificates
  • Short Term Guaranteed Investment Certificates
  • High Interest Accounts
  • RRSP Loans
  • Lines of Credit
  • ManulifeOne

We can also help you with the following strategies:

  • Estate Conservation and Protection
  • Non-Registered Investments
  • Registered Retirement Savings Plans (RRSP's)
  • RRIF, LIF, LRIF, PRIF
  • Registered Education Plans (RESP's)
  • Estate Bonds
  • Insurance Management for current and future needs

Our latest insights

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Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.



Call 1-780-463-8848