Services & Products


Estate Planning

A well thought out Estate Plan will ensure that your desires are carried out as you wish. It will provide you peace of mind knowing that your loved ones are taken care of through proper insurance and terminal tax planning while maximizing the legacy that you leave behind.

Business Succession

Since your business most likely holds the key to your retirement income plan, let us quarterback the process and work with your accounting and legal team to determine how to transfer and transition your ownership while maximizing your personal financial security. We have various planning tools we can implement to give you the best exit strategy for your specific situation.

Investment Planning

We engage in more than choosing how to invest your investment portfolio. We take pride in the thorough analysis that is performed on your current investment portfolio including work pensions paired with a full financial plan to maximize the funds that are invested and minimize any taxes. Let us map out the road to your retirement so your dreams become a reality!

Insurance Planning

Life can certainly throw curve balls your way. Health is definitely more important than wealth however for the most part, we have no way of controlling our health. Let us protect your hard-earned wealth, savings, and future with proper insurance planning. Insurance is the base of any financial plan so let us protect you against any unforeseen loss or sickness.

Health & Dental Insurance Planning

Foreseeing the future and potential health concerns is not possible but preparing for these concerns along the way is. Even though we have one of the best universal health-care systems in the world, everyone benefits from a personal health and dental plan for the procedures and medications that are not covered through Provincial Medicare. Let us take the guessing out of the health insurance game and build a plan that is right for you and your family.



  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Locked in Retirement Account (LIRA)
  • Locked in Income Fund (LIF)
  • Non-Registered Accounts
  • Tax Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Corporate Investment Accounts
  • Annuities
  • Guaranteed Investment Certificates (GIC)
  • Group Pension Plans (RPP, DPSP, Group RRSP)
  • Individual Pension Plan (IPP)


  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Health and Dental Insurance
  • Mortgage Protection
  • Cancer Insurance
  • Group Life and Health Insurance
  • Guaranteed/Simplified Issue Life Insurance

Would you like to start a conversation with us?

Carrier Partners