Services

Financial planning is all about discovering where you are on your financial journey relative to where you want to be. We use Naviplan to create a top-notch financial plan tailored to your needs that is updated annually. Contact us for pricing.

We are able to broker virtually all your insurance needs. Our process is simple. We conduct a needs analysis to understand your situation.  Based on the results, we provide the relevant solutions that are tailored to you. Contact us to set up a complimentary needs analysis.

To meet your financial goals, saving is just one component. Money must be invested. We have a series of insurance investment including Guaranteed Investment Accounts (GIAs), Segregated funds (Seg funds) and Annuities.  Contact us for a complimentary needs analysis.

Through our affiliates, we are able to provide a number of services including: property and casualty insurance (home, auto, etc), wills and powers of attorney, accounting and tax planning, mortgages and debt consolidation, equipment leasing and more. Contact us today for more details.