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Our independent representatives & advisors, who are well qualified to deliver to the marketplace, provide a personal financial review with varying levels of service to their client and to create viable succession plans of the following, all supported by our four firms.

Financial Services

Financial Services

  • Investment advising &/or planning via mutual funds, segregated funds, GIC’s
  • Tax advantaged investments and tax-sheltered products
  • RRSPs, TFSAs, Payout products at retirement

Group Benefits

  • Consults with large and small corporations on these benefits, maximizing employee benefits plans, group and/or individual retirement plans
  • Group insurance – Health & Dental
  • Pension plans for companies whether a Group RRSPs, DPSPs, or Defined Contribution
Group Benefits
Family Corporate Security

Family and Corporate Security

  • Estate conservation and planning for both a family and corporate owner/operator
  • Disability income replacement, critical illness, long term care for both markets
  • Educational trust funds; RESP planning for the children and grandchildren of the advisors clients
  • Funding of buy-sell agreements, key executive coverages within the owner operator markets

Succession Planning for the Advisor

  • Effective market evaluation and funding, when the time is right for the senior advisor to transition their business to the next generation of advisors
  • Retirement advising/or planning, RRIFs, LIFs, LRIFs and annuities
Succession Planning for Financial Advisors