Investments
- RRSPs
- RESPs
- leveraging strategies
- alternative investment strategies with principle protection
Tax Shelter
- As the saying goes... death & taxes... We have significant & legitimate ways to reduce your tax bill
Insurance Responsible people like you buy insurance for one of 3 motivating reasons
T - Taxes; insurance saves capital gains and income taxes
L - Legacy; people feel the need to leave a legacy to a charitable organization
C - Children; parents care about their children and understandably do the most for them. We will show you how to protect your most important assets.
- Mortgage
- Travel
- Health
- Disability
- Critical Illness
- Group
- Business
- Term
- Life Insurance with Return of Premiums
- Plans with Guaranteed Values
Mortgage Consulting
- Competitive residential & commercial mortgages 5 year fixed - posted rate minus 1.35%
3 year fixed - posted rate minus 1.05%
Variable rate - prime rate minus 0.75%