Did you know…? 
We offer the following Products & Services:

Investments and Savings 

  • High Yield Savings Accounts
  • Guaranteed Investment Certi cates (GICs)
  • Mutual Funds & Segregated Funds
  • RESPs, RRSPs, RRIFs & Group RRSPs
  • Tax Free Savings Accounts (TFSAs)
  • Registered Disability Savings Plan (RDSP)


  • Life Insurance
  • Critical Illness
  • Group Benefits
  • Mortgage Insurance
  • Disability Insurance
  • Travel Insurance


  • Financial
  • Estate
  • Retirement
  • Tax
  • Severance Consulting
  • Business Owner Succession

Contact us today to learn more about how we can help you with our products & services! 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.