Products/Services

Here’s a list of the Products and Services that I offer to my clients:

FEE for service financial planning!

Financial Services

  • Mortgage Analysis
  • Money Coaching
  • Managing Your Cash Flow and Debt
  • Financial Planning Steps
  • Managing Your Taxes
  • Advice for Your Children’s Education
  • Protecting Your Family’s Future with Insurance
  • Creating Your Retirement Pay Cheque
  • Managing your personal finances
  • Managing your business finances
  • Portfolio Analysis
  • Estate Planning

Investing Choices

  • Mortgages
  • Disability Insurance
  • Life Insurance
  • Critical Illness Insurance
  • Group Benefit Plans
  • Segregated Funds
  • Annuities
  • Advice on Tax Free Savings Accounts and GIC’s
  • A second opinion on your RRSPs, RRIF’s, RESP’s, LIF’S and LIRA’s