For just over 30 years we have assisted people just like you, to provide the protection and guidance they needed. We helped them protect their family, grow their wealth in a tax efficient manner and then showed them how to use tax money to pay their estate tax when they pass away.
Our education has taught us what works, our 30 plus years of experience has taught us what works even better.
We are licensed and contracted with the top 10 insurance companies and have referral arrangements with 3 of the top investment teams. We are members of the Independent Financial Brokers Association and Advocis, the financial advisor's association of Canada. We have qualified for the Million Dollar Round Table and are recognized as an 'Elite' advisor for the last 14 years.
We work with individuals, professionals, families and business owners with total assets over $500,000. 75% of our clients have grown to have assets in the $2-12 million dollar range. Many clients are on their way to this level. We will not turn anyone away. We recently worked with a healthy 80-year-old with $100k cash to show her a way to guarantee she would never run out of income.
One of the reasons you are looking at our site right now is because something is not right. PROTECT It could be you need or want to find out about insurance protection for yourself, your family or your business. WEALTH You are not sure if the advice you are getting about investing your money is the right advice. Do you have questions on what you should be doing during these uncertain times? You have seen the commercials, "Retire 30% richer". ESTATE You are stressed about how much the government will take of your family's money when you die.
What if you could have the protection you need and want, grow your wealth in a tax efficient manner and protect your estate from tax when you pass away? Is this something that would be of value to you?
Take the next step, call or email us today for a no obligation conversation.
Planning Ahead During Uncertain Times
Why You Should Choose a Financial Advisor
Planning to Protect Your Legacy