Life, health, group, business,
partnership, mortgage, Travel.
Critical illness and salary insurance
Did you know…..
Your chance of becoming disabled for 90 days or longer, at least once
before age 65,is 1 in 3.*
The average length of a disability that lasts over 90 days is 2.9 years
To find out more please click here.
RRSP, RRIF, RESP, Annuities, Mutual
Funds, Segregated Funds.
Do current assets and savings allow you to retire? If not,
what are your alternatives?
Comprehensive Financial needs analysis
Analysis of retirement and college savings, disability and
life insurance, estate planning needs.
Review and assessment of
current investments. Preparation of investment plan. How much should you
withdraw annually? What accounts should you drawdown first for maximum
benefit? How should your RRSP distributions be setup to save the most?
How much should you withdraw
annually? What accounts should you drawdown first for maximum benefit? How
should your RRSP distributions be setup to save the
most? BACK TO TOP
Estate Planning Preparation.
How does your financial
situation impact your estate planning? Do you have enough assets in
spouse's name? Are there special considerations for employee stock
options and other complicated assets?
BACK TO TOP
Education Funding Analysis.
amounts should you save, and what savings vehicles should you take
advantage of to minimize taxes and get the most from your savings?