What We Do

A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or ensuring a family is financially protected. Business owners might want to consider products and services that seek to reward hard-working employees, no matter the company’s size and focus.

There are many financial products in the market, and so choosing the ones that best work toward meeting an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

• Wealth Preservation Strategies
• Strategic Investment Planning
• Retirement and Income Planning
• Family Wealth Transfer
• College Savings Strategies
• Life Insurance
• Long-Term Care Strategies