CORPORATE PLANNING

WE GUIDE SMALL AND MEDIUM-SIZED BUSINESSES IN ESTABLISHING BENEFIT PROGRAMS TO AUGMENT EMPLOYEE RETENTION.

SERVICES OFFERED*

Group Insurance Benefits

  • Health and dental
  • Life
  • Short and long term disability

Group Annuity Plans

  • Group RRSP
  • Deferred Profit Sharing Plan (DPSP)
  • Registered Pension Plans

OTHER SERVICES

INVESTMENT PLANNING

Because money doesn’t come with instructions.

DETAILS

TAX PLANNING

Investments are a matter of opinion. Taxes are a matter of fact.

DETAILS

RETIREMENT PLANNING

Planning is bringing the future into the present.

DETAILS

ESTATE / INSURANCE PLANNING

A team of professionals at your service to meet your needs.

DETAILS