What sets us apart:
- We work with well known business leaders,
- We work with professional athletes...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 independent and objective
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