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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.