Life Insurance Products – Individual and Family

Life Insurance products are absolutely crucial in protecting life goals for ourselves and our family. Some of these goals include raising children, savings for education, paying off mortgages, paying off debt, saving for retirement, building businesses, funding lifestyle, charity, and others. All of the life goals above require for us to be alive and well in order for them to be achieved, and because of this, we need life insurance products, and speaking with a professional advisor can definitely help.”

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Retirement Planning & Retirement Income Planning – RRSPs & TFSAs

Retirement Planning is the method in which we save money and invest for retirement. Based off of your personal goals, it is a simple calculation to figure out the strategy needed. Retirement Income Planning is the way in which we draw this income most tax efficiently during our retirement years. Working with a professional on these items can help you experience more control and growth in your finances over the years of your life working and retirement life.

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Group Benefits – Health, Drugs, Dental, & Disability

We work with a variety of the top carriers to provide Small Businesses with quality Group Insurance Plans. We also actively negotiate on behalf of our clients with the carriers to ensure maximum cost savings. For the employees that use the benefits, we offer additional services to make using the benefits an effective and easy experience.

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Group RRSP’s and DPSP’s

We work with top investment companies and fund providers to help us meet the needs of Small Businesses that choose to provide pension programs like Group Registered Retirement Savings Plans and Deferred Profit Sharing Plans. We also offer additional services and advice for the group members to ensure effectiveness in overall retirement planning.

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