Who We Are

Who We Are

What sets us apart:

  • We work with well known business leaders,
  • We are trusted advisors to NHL players...the "stars" and the "journeymen." 
  • We work with well known physicians and dentists
  • We are not owned by a bank or insurance company
  • We are talented, independent and objective


We are a team of competent and caring financial professionals who work exclusively with business owners, professional athletes, physicians & dentists. We provide the following services:

Insurance Solutions

  • Tax-exempt Plans
  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance

Investment Solutions

  • Registered Retirement Savings Plans (RRSP)
  • Tax Free Savings Accounts (TFSA)
  • Individual Pension Plans (IPP)
  • Retirement Compensation Agreements (RCA)

Estate and Tax Solutions

  • Wills
  • Powers of Attorney
  • Advanced Health Directives

We work with Private Bankers, qualified Chartered Accountants and Lawyers to deliver estate and tax solutions. Visit our affiliates page here.

Professional Incorporation

Shareholder and Buy Sell Agreements

 

Find out how Rick can help you:

Business owners  |  Physicians & Dentists |  Professional Athletes