Back to Top
Products and Services
Services Provided to Clients:
- Meetings at my office or your home or business
- Documented Comprehensive Financial Plans
- Retirement Income Planning
- Investment Portfolio Design and Monitoring
- Pension and Severance Planning
- Tax Planning and Tax Return Preparation
- Estate Planning
- Estate and Trust Services from Industrial Alliance Trust Inc.
- Finance Strategies for Post-Secondary Education
- Charitable Giving Strategies and Trusts
- Business Succession Planning
Financial Products from a Variety of Financial Institutions:
- Registered Plans:
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RRIFs)
- Tax Free Savings Accounts (TFSAs)
- Registered Education Savings Plans (RESPs)
- Registered Disability Savings Plans (RDSPs)
- Investments:
- Mutual Funds.
- Mutual Fund Wrap Accounts
- Alternative Investments (Hedge Funds)
- ETF Based Mutual Funds
- Fee Based Investment Accounts
- Tax Shelters and Limited Partnerships
- Guaranteed Investment Funds (Segregated funds)
- Guaranteed Lifetime Income Products
- Annuities
- Savings Vehicles:
- High Interest Savings accounts, GIC’s and Term Deposits from a Variety of Financial Institutions
- Loans
- RRSP Loans
- Investment Loans
- Unsecured loans
- Mortgages and Lines of Credit from Many Financial Institutions (Referral to Mortgage Broker)†
- Insurance
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Individual and Family Health and Dental plans
- Travel Insurance
- Property and Motor Vehicle Insurance via referral to General Insurance Broker.
