Plans for Individuals/Families
Comprehensive Financial Plans
We believe that a balanced financial plan can do as much for you and your loved ones as a lifetime of hard work. We will explore the best strategies for protecting your present and creating your future. We promise to guide you through a financial plan that’s right for you. We will review your financial situation and then make appropriate recommendations to help you achieve your financial goals.
Planning Components
We understand that not everyone is ready to go through our comprehensive process. Thus we have taken components of our process and made them available to clients who are only prepared to do specific planning. This may involve a specific goal, need or risk that you want to address, such as protection planning. We’ll guide you through a process that will help you appropriately assess and fulfill a need versus simply selling you a product. We understand that this is the beginning to a relationship that may lead to a more comprehensive approach in the future.
Products Solution/Purchase
We also understand that people’s time and resources don’t always permit them to build a plan today. However, you still need to protect yourself and your future so we find simple solutions based on specific requests from you. Although product purchases are not comprehensive, it can fulfill an important and immediate need. We understand that this could also be the first step to a more comprehensive approach to protecting your present and creating your future.
Protection Products
- Mortgage Insurance
- Life Insureance
- Disability
- Long Term Care
- Critical Illness
- Travel Insurance
Investment Products
- RRSP
- RESP
- RRIF
- LIRA
- Tax-Free Saving Account
- Non Registered Mutual Funds
- Term Deposits
- GIC's
- Cash Accounts
- High Interest Chequing Accounts
- Manulife One Mortage Account
