Whatever they are, let us prepare you to achieve your financial goals.
Our Solutions for Individuals & Families
Financial Planning
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true. We are focused on helping you achieve freedom and choice at all stages of life.
Mortgages.
Financing a home may be the biggest financial decision you make. Let us help make homeownership a piece of your plan.
Individual Life Insurance
Life insurance is one of the best ways to help protect the people who rely on you. Buying life insurance shows you are committed to creating a positive future for your loved ones and can reassure them that they will be taken care of.
Health & Dental Insurance.
Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. We can help you build a plan that supplements your provincial government plan.
Investments.
Financial stability has always been a major consideration of every person. Those who want to secure their financial standing in the future would have to make the necessary investments. Some investments can fulfill more than one financial purpose and serve as a valuable resource.
Disability & Critical Illness Insurance.
Mitigating your risk against uncontrollable events such as disability or critical illness is key to your financial security..
Estate Protection
Whatever your age, whatever the size of your estate, a proper estate plan will ensure that it is passed along as you desire, with minimum taxes and with no complications or delays for your heirs.
Travel Insurance
If you're planning on travelling out of the province or out of the country, travel insurance gives you a simple, affordable way to protect against the cost of unexpected emergency medical expenses and more that may happen during your trip.
