Let us begin a long-term relationship.
Financial planning is a lifelong strategy, & we are with you all the way. Our planning systems help us to get to know each other intimately. You may be in your peak earning years and needing to save tax, anticipating your retirement years, or planning your estate. We can help you all the way.
Let's get started with your "Personal Viewpoint" questionnaire. It will take ten minutes and will show if we are a good match for each other.
As independent brokers, we go to the market for you and your family. We provide your best options for creating that important coverage and for the least amount of money.
Create your "legacy of love."
Your most valuable asset, the ability to earn money. If you couldn't work tomorrow due to an illness or accident, it would be "no big deal". But if you couldn't work for six months or longer. What would you do?
RRSP, TFSA, LIRA, RIFF are all great Canadian savings vehicles and become your retirement pension. We will use proven systems to build your wealth and the retirement lifestyle that you desire.
We go to the market for your company benefits plan. We show you all insurance company quotes for your business, keeping you with the best coverage for you and your employees.
Guaranteed issue, no medical life insurance and critical illness insurance now available.
Dave shows concern for his customers by recommending insurance products to protect their well being in case of accident or illness. For this reason, I recommend Dave for your insurance needs. - Lorraine Gagnon - September 2015
“ I met and sat with Dave for the first time in 1987, and since that first meeting Dave has managed my family finances. Dave has instilled confidence in my investing choices always reviewing fund pros and cons. The diversity in our portfolio has proven invaluable especially in times of market corrections. Dave has watched my kids grow into young adults and now provides guidance in their investment choices. As a business owner the value of using an Independent Broker to build an employee benefits package with Dave has helped us mitigate costs while still providing coverage for our employees and their loved ones.
Clem Fraser - President Trident Manufacturing
The Native Orca Symbol or Killer Whale symbolizes family, romance, longevity, harmony, travel, community and protection. He is said to protect those who travel away from home, and lead them back when the time comes. Killer Whales live like wolves and raise each child with care.
It has been a pleasure for us at Creative Woodcraft to work with Dave over the past three years. His knowledge and prompt service has been exemplary. Being an independent broker has kept us with the best value for our employees. He has introduced us to the Private Health Spending account and saved us money on increasing premiums. We think of Dave as one of our team as the company continues to grow. Thanks Dave! Alicia Atkinson - Controler