Solutions and Services.
There are a lot of financial tools and strategies out there. I can help you block out the noise to find what is most relevant for you.
Investment Management
Let’s build a savings and investment plan that fits your goals and personal risk profile. When saving for an unexpected expense, child’s education or retirement, a diverse portfolio is an important piece of the puzzle.
Account type selection and Portfolio diversification
First Home Savings Account (FHSA)
Tax Free Savings Account (TFSA)
Registered Retirement Savings Plans (RRSP)
Registered Education Savings Plan (RESP)
Guaranteed Investment Certificate (GICs)
Non-registered accounts.
Insurance Solutions
No one can predict the future, that’s why building a comprehensive financial picture involves risk management solutions. It’s important to protect your family, your assets, and yourself. We will take a needs based approach to find where and how we can best limit your risk exposure.
Needs Analysis
Travel, Health and Life Insurance
Critical Illness and Disability Protection
VUMI International Health Coverage
Prestige VIP is a medical insurance product offered through VUMI Canada. It can provide comprehensive coverage with access to medical treatment worldwide.
Access to medical centers in the US and around the world
Medical plan with up to $5,000,000 total lifetime coverage
VIP second opinion services
Tax and Estate Planning
Taking a proactive approach to your planning can help save money and stress. Tax and estate planning ensures your investments and insurance are structured to minimize the cost today while maximizing value for the future.
Tax strategies to minimize or defer taxes owing
Succession planning for farms and businesses
Advice on account structures
Maximizing estate value
Small Business and Group Benefits
The business landscape is competitive and having the right employee benefit plans can help attract and retain top talent for your company. Whether you own a small or large business we can take you through the options to find what fits your business best.
Group Health and Dental Benefits
Group Retirement and Pension
Key Person and Business Insurance Solutions
Retirement Planning
Retirement is something most people have a vision for and that vision is different for everyone. However, retirement planning often seems like a daunting task, but with a little help can bring substantial confidence for bringing that vision to reality.
Budgeting and Cash Flow Analysis
Goal Setting and Forecasting
Tax Planning
RRSP, RRIF, LIRA and Pension Advice
