Achieving balance in your in your life is critical. A balance between work and family. A balance between living for today and planning for the future. We all have competing goals. Striving for balance influences so many decisions in our day-to-day lives. One thing is certain, the juggling act we all do requires a long-term view. Sometimes we need to take a step back to put things into perspective. It may sound cliché, but having a plan in place goes a long way in helping you achieve both your long and short-term goals.

Simply put, planning assistance is the service we provide. We are committed to the planning process.

What differentiates our services from the many other sources of financial advice available?

We offer:

• a program that focuses on planning - good investment and insurance products are important tools, but they are clearly secondary to the planning aspect of our service.
• a holistic approach to planning - taking a broad view of your situation, establishing goals (both financial and non-financial) and establishing priorities and timeframes.
• a sincere personal approach - we want to build relationships and earn your trust. We are happy to act as a sounding board regarding any issues you are facing.
• investment advice that is sensitive to your specific objectives and risk tolerance.
• a balanced approach - looking to the future, while at the same time remembering the importance of living for today.
• expertise in areas that have a major impact on the success of your financial plan - government regulations, taxation, pension related matters, estate issues.
• the latest in financial planning software, allowing us to produce comprehensive financial blueprints that are detailed and accurate.
• product advice that is based on a survey of the entire market rather than a select and static group of products.
• a regular review process that ensures that your financial and investment plans are current and appropriate.
• a commitment to client education through our ongoing seminar programs and client newsletters.

• Quarterly Investment Statements

• Quarterly Newsletter

• Educational Client Seminars

• Client Appreciation Events

Investment Products

Mutual Funds
RRSPs and RRIFs
Guaranteed Investment Funds (segregated funds)
GICs
Index-Linked GICs
High Interest Savings Accounts

Insurance Products

Life Insurance
Disability & Critical Illness Insurance
Travel Insurance
Long-term Care Insurance

Other Financial Products

RRSP Loans
Investment Loans
Mortgages