There has never been more choices for investing and insurance than there are today. New technologies have made it easy to access investment products at the click of a button. While all of these choices have been made available to investors they are not getting ahead.
We help clients make informed and educated decisions to create value for their retirement, business finances, and financial security. We take an unbiased approach to find the best option for investments and insurance for clients using 16 different insurance/financial companies in Canada.
We bring a modern approach to financial planning combined with tried and true traditional financial products. It is tempting today to chase the latest hot stock or crypto coin being pumped on social media. Real wealth is built over time using a diversified equity portfolio, whole life insurance, building a business, and real estate.
What We offer include:
- Retirement Planning
- Estate Planning
- Investments
- Pension transfers and unlocking
- Whole Life Insurance
- No Medical Life Insurance
- Term Life Insurance
- Segregated Funds
- Guaranteed Investment Options
- Group Health and Dental Insurance
- Critical Illness Insurance
- Disability Insurance
INVESTING
You will have access to a large suite of segregated fund options to ensure you are getting a great value. We focus on proven returns as well as management fees to ensure we make sensible choices for your investing goals. Let’s set up a diversified portfolio of stocks and bonds that matches your risk profile and long term returns objective.
This is the digital age and we can help you whether we meet in person or online. If you want to get started with us just reach out and lets set up an introduction.
What are the benefits of segregated funds?
- Protection of the amount invested at maturity of the investment and at death
- Protection of investment gains each year due to resets
- Possibility of not paying probate fees
- Privacy for portfolio settled on death
- Rapid settlement in the event of death
- Potential protection against creditors
- Possibility of a lifetime guaranteed income
*All benefits are subject to terms, exceptions and potential provincial Law differences
*Canadians only – Contact us to ensure we are licensed in your province
There is no cost for an initial consultation to guide you with this process as we have helped many others with their retirement planning. We can help individuals from New Brunswick as well as Nova Scotia.