Services
Mutual Funds
Insurance
- Mortgage Insurance
- Term Insurance
- Permanent Insurance including whole life and Universal Life
- Critical Illness
- Long-Term Care
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RESP (Registered Education Savings Plans)
RESP – Frequently Asked Questions
RRSP (Registered Retirement Savings Plans)
There are literally thousands of companies to choose from, all with unique features for your consideration. No worries, that’s why we will work together to see what works best for you.
Did you know if you are the higher income earner in your household that it may be more beneficial to make the RRSP contribution in your spouses name? You still get the tax receipt but this can be helpful down the road at retirement to equalize income between you.
LIRA, LIF, Spousal Plans
Group Coverage
- Investments
- Insurance
- Individual Pension Plans
- Retirement Compensation Arrangements
- Health Care Spending Accounts for Your Business
Chequing & Savings Accounts through ING and Manulife Bank.
I look for companies that have a history of paying a great rate of interest to you. There are no fees to deposit money to these accounts.
