We are honored to be a primarily referral-based investment* and insurance firm. There is no greater testimony to the quality of our services than when our clients feel comfortable sending their closest family and friends to us.
We are a proud partner of BMO, and Alpha Financial Inc. We can offer solutions for client's corporate financial planning and mortgages with our partners throughout the country. We are also working with Cidel the Global private bank for our international clients.
Group or Individual Registered Retirement Savings Plan (RRSP)
Group or Individual Registered Education Savings Plan (RESP)
Group or Individual Tax-free Savings Account (TFSA)
Group or Individual Registered Retirement Income Fund (RRIF)
Locked-in Retirement Account (LIRA)
Life Income Fund (LIF)
Individual Pension Plan (IPP)
Retirement Compensation Arrangements (RCA)
Group or Individual Life Insurance
Group or Individual Health & Dental Insurance
Group or Individual Disability Insurance
Group or Individual Long Term Care Insurance
Group or Individual Critical Illness Insurance
Immigrants & Visitors to Canada Insurance
ESTATE AND RETIREMENT PLANNING
Through our Partners
We offer full-service commercial mortgage brokerage through our partner Paragon Mortgage Inc. We take pride in creatively structuring loans that are outside of the parameters of your typical conventional lenders.