Our Financial Products

Financial planning involves discovering what your current situation is, what your goals and objectives are and what the current barriers or deficiencies are that would keep you from realizing your goals.  In some cases, a few simple changes in strategies may help to diminish or eliminate some of those barriers. 

The implementation of a financial plan will always require the use of financial products of some sort to fill the gaps.  We have positioned ourselves to be able to provide to our clients what we believe are the best financial products available to meet those needs.

Investment Products

Your choice of investments will have a great impact in determining whether or not your short and long term goals will be attained.  Different needs require different types of products.  Depending on the purpose of the investment, a safe and liquid vehicle may be appropriate or a more aggressive, long term vehicle may be the best choice. 

These investment products can be held in many different types of accounts: Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Tax Free Savings Accounts (TFSAs), Registered Education Savings Plans (RESPs) and non-registered OPEN accounts.

Insurance Products

We deal with many of the largest and financially strongest insurance companies in Canada who offer competitive premium rates for all types of life and health insurance.  Each person's situation is different and once we have a full understanding of our client's needs we shop the market for the best rates.

For more detailed information on any of these financial products and which ones may be right for you and your plan, please contact us.