Services

Insurance:  

  • Life Insurance:
    • Mortgage Protection Life Insurance, Term insurance, Permanent Insurance, Whole Life, Universal Life
  • Business Insurance:
    • Group Insurance Plans,  Key Person Life, Disability and Critical Illness Plans
  • Health and dental plans:
    • Personal and Group Insurance
  • Critical Illness Insurance:
    • Personal and Corporate
  • Disability Income Replacement Insurance
  • Long Term Care Insurance
  • Travel Insurance

Investments:  

  • Tax Free Savings Accounts (TFSA)
  • Pension Rollovers:
    • Locked in Retirement Accounts  (LIRA’s)
    • Life Income Funds  (LIF’s)
  • Registered Education Plans (RESP’s)
  • Registered Retirement Savings Plans (RRSP’s)
  • Registered Retirement Income Plans (RRIF’s)
  • Guaranteed Minimum Withdrawal Income Plans, Annuities
  • Non-Registered Savings Plans

Mortgages: 

  • New Home Purchase
  • Refinancing
  • Home Equity Lines Of Credit
  • Equity Take Out
  • Mortgage Transfers/Switches/Renewals
  • Investment Property Mortgages
  • Commercial Mortgages
  • Private Mortgages
  • Commercial Banking Packages