Helping Canada's oldest, and newest, families.

To create lasting financial security, we know we are protecting more than just assets. We are protecting your loved ones and a lifestyle you have worked hard to create.

Our advisors and financial planners know how important it is to invest now and provide for the future, while also providing peace of mind for unforeseen life events.

Our personalized approach and customized plans are catered to reflect what is most important to you, providing tailored solutions to meet your needs.

Family Financial Planning Services:

  • Life insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Registered Retirement Savings Plan (RRSP)
  • Locked-in Retirement Account (LIRA)
  • Tax-Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Non-Registered Investment Accounts