RRSP, RRIF, LIF & LIRA
Advice & management for all types of Registered Retirement Plans.
Term, Whole Life and Unniversal Life Insurance options from some of the top carriers in Canada.
Advice & management for TFSA's. A TFSA is a valuable tax efficient plan.
RESP & RDSP
Advice and management of Registered Educational Savings Plans and Registered Disability Savings Plans along with all of their various government grant programs.
Advice and management of Investment Accounts (also called non-registered or "open" plans). These plans are fully taxable.
Advice and management of Segregated Fund Accounts. These plans offer special insurance based gurantee features.