Receive a NO COST second opinion on your current investment portfolio
Contact us today for an unbiased, educated look at your current investment portfolio to make sure it is right for you. Fill out the form below for us to reach out and start the conversation..
Live your Life
Retire with confidence and live your life the way you’d like
Your road to a great retirement starts with a plan that fits your needs. We can help find the right financial strategies for you, so you’re able to lead the kind of lifestyle you want throughout your retirement.
In the mid 1960's it has been estimated that over 75% of working Canadians had a Pension Plan offered through their employer. Today less than 30% of Canadians are part of a pension plan.
The good news is that I can help.
Retirement income is fully guaranteed for life and fully protected from market downturns once income is being drawn.
Using investments offered by several insurance companies I can provide clients with their own fully Guaranteed Income for Life using their own RRSP's, RRIF's or other retirement savings. If this interests you and you would like to learn more please do not hesitate to connect. It would be my pleasure to assist.
Save, invest and retire
With easy-to-manage savings plans, you can invest and grow your money. And when you’re ready to retire, you covered with retirement income plans to help you maximize your savings.
A Registered Pension Plan (RPP) with employer and employee contributions is a tax efficient way to help your employees save for their retirement while also attracting and retaining quality employees for the business.
We would be happy to review your current pension plan or explore the opportunity with you and your staff.
Saving for a new home? Gearing up for a new car? Planning for retirement? Whatever you’re saving for, there are savings options to help meet your unique goals.
REGISTERED RETIREMENT SAVINGS PLAN (RRSP)
Build your retirement nest egg, lower your taxable income and pay less tax.
TAX-FREE SAVINGS ACCOUNT (TFSA)
Invest and grow your savings in a tax-free environment.
NON-REGISTERED SAVINGS PLAN (NRSP)
Save beyond registered limits or for short-term needs.
Group Retirement for Small Businesses
Running a business presents many daily challenges, but here’s a decision that’s easy to make. When seeking an affordable way to give your employees the advantages offered by a group benefits plan, I can help.
Whatever you’re saving for, there are savings options to help meet your unique goals.