What sets us apart:
- We work with well known business leaders,
- We are trusted advisors to professional athletes 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.
Professional Incorporation
Shareholder and Buy Sell Agreements
Find out how Rick can help you:
Business owners | Physicians & Dentists | Professional Athletes