Whether you are a sole proprietor or an incorporated business owner, we will find the best options to fit your needs and meet your goals.
Segregated Funds
Non Registered and Registered RRSP, RESP FHSA. GIC and Daily Interest Savings
Travel Insurance
Out of province and worldwide travel, Visitors to Canada and Super Visa
Life Insurance
Renewable/Convertible Term, Whole Life, Universal Life and Guaranteed Issue/Non-medical
Annuities
Critical Illness Insurance
Group Insurance & Savings
Disability/Overhead Expense
Health Spending Accounts
Extended Health & Dental
Key Person/Buy and Sell Agreements – Critical Illness, Disability and Life Insurance
High-interest CAD$ And US$ Savings accounts