Who We Are

What sets us apart:

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