Crafting personalized financial solutions for you
We are a dedicated team helping people achieve their financial goals.
ABOUT US
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 one stop solutions for client's corporate financial planning and mortgages with our partners throughout the country.
OUR SERVICES
INVESTMENTS
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)
Non-registered Account
Segregated Fund
Individual Pension Plan (IPP)
Retirement Compensation Arrangements (RCA)
INSURANCE
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
Travel Insurance
Immigrants & Visitors to Canada Insurance
ESTATE AND RETIREMENT PLANNING
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.
LENDING SERVICES
Construction Financing
Commercial Financing
Land Financing
Mezzanine Financing
Bridge Financing
Foreclosure Prevention
Residential Financing
COMMERCIAL LENDING Through our Partners
We offer full-service commercial mortgage brokering through our partner Airo Mortgage. We take pride om creatively structuring loans that are outside of the parameters of your typical conventional lenders
WHAT PEOPLE SAY
I have nothing but an awesome experience. I only wish that there exists above A+++++ mark, which can express my appreciation on the outstanding results on our files.
- Jane