life insurance
Life is unpredictable and amazing. Today, we’re able to capture and hold on to memories more than ever before. We all carry them in our pockets. On top of having our camera roll handy, it’s important to protect and plan for yourself and the ones you care for most. We have the skills and knowledge to help you discover the best options and coverage.
critical illness insurance
Health risks are real, which means it’s important to be covered and prepared. 1 in every 2.5 women and 1 in every 2.2 men will have some form of cancer in their lifetime. While it’s not ideal to think about, it’s important. If you have a heart attack, stroke or cancer and live 30 days, you’ll receive the lump sum of money tax free.
Tax free savings account
A TFSA allows you to set money aside and watch those savings grow tax-free throughout your lifetime. Your TFSA savings can be withdrawn from your account at any time, for any reason, tax-free. And if you want, you can put back the amount you withdraw into your TFSA.
financial advice
While you may have an idea of where you want to invest your money, it’s our job to know. We’ll keep your money working hard. We can promise you no more hours spent reaching dead ends on a Google search. Give us a call for a free consultation.
employee benfits
Employee benefits are the perks provided to your employees, on top of wage and salaries. Depending on your organization and the jobs, employee benefits can be very different. But that’s not for you to worry about, we can help with all of those hard decisions. We’ll assess your companies needs and help you pick the right coverage to keep your staff happy.
TAX BASED FINANCIAL PLANNING
You work hard for your money and you want to have control of your money.We pride ourselves in our ability to save our clients’ money every tax season. Our team is trained to know the ins and outs of every rebate and tax credit available.