Our Services

OUR SERVICES

What We Provide

We provide peace of mind clarity for your financial future. Tax preferred savings and true financial planning to create a vision and legacy for your family.

INSURANCE

We go to the Canadian marketplace to find you the best price or product available for your age.

SAVINGS

Warren Buffett's four ideals for financial success:


  • Find work that brings you passion
  • Practice self-care
  • Invest in the right relationships
  • The rule of unconditional love

Guaranteed Investment Funds or Segregated Funds are a type of investment fund offered by insurance companies that allow clients to invest in equity, bond, and index funds while providing a promise of a predefined minimum value of the fund (usually, the initial investment amount) will be available at the fund's maturity or when the client dies. These also have enormous benefits at death or bankruptcy.

Our broad base of investment managers will provide you with top returns over your lifetime.

ADVICE

What does success look like to you? Do you know how long your money will last when take that permanent vacation?

Do you want your lifetime of earnings and assets to go to your family or to Revenue Canada?  Having your affairs in order is very important. An updated Will and Power of Attorney take little time to complete, most people spend more time planning a holiday. We can help.

The Symbolism of the Native Orca (Killer Whale)

“The Native Orca Symbol or Killer Wale 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. The Killer Whales live like wolves and raise each child with care. The Sea Wolf will often stay their whole life in the same pod.”