What sets us apart:


We provide the following services:

Insurance Solutions

  • Tax-exempt Whole Life and Universal Life Plans
  • Term 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