Services

We provide a broad range of services and products to meet the diverse needs of our clients. Please see below for more info.
Services Products

Financial Planning
GICs

Tax Planning
Segregated Funds

Estate Planning
Insurance Brokerage Services

Portfolio Analysis
Group Benefits Plans

Insurance Analysis
Tax Free Savings Accounts (TFSA)

Online Portfolio Access
Individual Pension Plan (IPP)

Financial Calculators
Annuities

Online Financial Library
RRSPs, RRIFs, RESPs

Life Planning Resources
LIFs and LIRAs, LRIFs

Monthly Email Newsletter    

Cadillac Ave Office

Effective October 1st, 2014
Unit 2-15 Cadillac Ave
Victoria BC V8Z 1T3
Phone: (250) 480-1095

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