Estate Planning and Retirement Products

Services Available

  • Economic overview to define objectives.
  • Define time horizon and lifestyle activities.
  • Risk assessment.
  • Project and calculate current savings, consider tax issues.
  • Investment mix and diversification plan.
  • Integration and distribution of all assets/income to achieve an individuals objectives.
  • Review government and pension programs.

Estate Planning

  • Tax and estate planning group provides specialized information to clients and their professional advisors.
  • Understands law, life insurance and accounting risk assessment.
  • We utilize the tax and estate planning teams from the insurance companies we are licensed with to ensure our advise is relevant.
  • We provide additional tools and resources to help our clients navigate a course and reach their financial goals.

Products: Segregated Funds, Guaranteed Life Income Plans, GIC’s, Annuities, Term Deposits, Travel insurance

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