Financial Services

About

We specialize in Life Insurance Company investment products, which are only obtainable through licensed life insurance advisors such as us. These products have the unique benefits of creditor protection, no probate fees, and segregated fund guarantees. 

We are able to uniquely assist you in diversifying your portfolio, while providing you with peace of mind, security, estate planning advantages and top-rated returns.

Overview

From RRSPs to RRIFs to Tax Free Savings Accounts to Tax advantaged non-registered savings to Life Insurance Universal and Whole Life policies savings, we can advise you on what is right for you and your family’s financial security and success.

What You Can Expect

  • Professional advice and expert guidance
  • No extra fee for our services
  • Highly ranked insurance companies and funds
  • Estate Planning strategies
  • Retirement growth plans
  • Dollar Cost Averaging applications

Details

Standard Services

  • Certified Financial Planner
  • Licensed Life Insurance Advisors
  • Experience, Knowledge and Expertise
  • Convenient in-office, telephone and email service

Located at the Entrance of Chinatown

Complimentary parking for all customers!