We specialize in the following:

› Registered accounts such as RRSPs, TFSAs, RRIFs & RESPs

› Business Owner Solutions, Estate and Generational Planning
› Estate Dispersements
› Business Succession, Selling or Transitioning
› Probate & Estates
› Charitable Giving Strategies
› Trust Planning
› Will Planning
› Group Benefits
› Key Person Insurance
› Buy – Sell Planning and Funding
› Corporate or Personally Owned Life Insurance
› Corporate or Personally Owned Critical Illness
› Income Protection Insurance
› And Much More