is the right financial advisor for me?
choices do not have to be intimidating
the right choice
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Critical Illness Insurance offers that comfort of having a lump sum
of money available if diagnosed with a critical ilness - money to
pay for world-class medicines, alternative therapies, or money to
cover your regular expenses while you rest and recover.
“We’re covered… we’ve got insurance through our mortgage lender.”
If you’re nodding, please read on.
Buying a home is an investment in the future. Learn how to protect
Education Savings Plan
We Canadians are fortunate to have an excellent post-secondary education
system. Unfortunately, we also know that getting a degree isn’t
You’ve probably already thought about putting some money aside
now for your child’s education. Maybe you’ve already started.
Good. You can do better.
You are very important to your business. You’ve built it.
You’ve nurtured it. You’ve grown it. Now protect it.
Long-term care Insurance
RRSPs / RRIFs
Registered Education Savings Plans (RESPs)
Retirement & Estate Planning