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Products and Services
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Services provided
- Retirement planning
- Financial planning
- Investment counseling
- Portfolio analysis
- Insurance analysis*
- Estate planning
- Business planning
- Employee benefits
- Severance package counseling
- Retirement allowance rollovers
- Succession planning
- Individual pension plans
- Retirement compensation agreements
- Farm estate distribution
I have access to a large number of other professionals such as lawyers, accountants, tax specialists and insurance specialists to make sure all aspects of your financial plan are taken care of.
My Independence means that I do not represent any single life insurance company, trust company, bank or investment firm. I provide individuals and businesses with direct access to a full range of financial products.
Products provided
- Private Investment Management
- Stocks and Bonds
- Mutual funds
- GICs
- Segregated funds
- Disability insurance*
- Critical illness*
- Flow-Through Shares
- Life insurance*
- Long Term Care insurance*
- Annuities*
- RRSP & RRIF
- LIRA, LRIF, LIF & PRIF
- Registered Education Savings Plans
- Group insurance*
- Pension plans
