Products and Services
- Investments Including:
- RRSPs, RRIFs, Locked in RRSPs and LIFs
- Registered Education Savings Plan
- Segregated Funds
- GICs
- Annuities
- Life Insurance including:
- Term
- Universal Life
- Whole Life
- "Debt" Insurance
- Disability Insurance:
- Money to replace your income if you become sick or disabled
- Critical Illness:
- A tax-free lump sum payment of $25,000 to $2,000,000 upon diagnosis of one of twenty covered illnesses (heart attack, heart disease, cancer, stroke, blindness, diabetes, etc.)
- Long Term Care:
- Money to pay in home care and nursing home expenses while preserving your valued assets
- Corporate Insurance Funding:
- Buy- Sell Agreement
- Key Person
- Business Interruption
- Capital Gains Funding
- Overhead Expense
- Tax Advantaged Charitable Giving Programs
- Tax Sheltered Insurance Plans/Leveraged Deferred Compensation
- Financial and Estate Planning