Our Services
Insurance and Investments
Ideal for individuals, couples, and small business owners seeking to purchase insurance and investment products. This option is for those who do not require comprehensive financial planning but still want expert guidance on insurance and investments tailored to their unique needs.
FInancial Planning
This option is for individuals and couples who want to establish a long-term relationship with a trusted advisor to manage their financial affairs. It includes full-service management of insurance, investments, and personal taxes, with ongoing guidance to ensure their financial house is in order.
Advice only
For individuals and couples who are seeking advice without purchasing insurance or investment products. This includes financial coaching to create a cash flow spending plan, strategies for debt repayment, pre-retirement and post-retirement planning, and assistance with Disability Tax Credit Applications.