Discover your worth with comprehensive clarity.
Your long-term goals and retirement are important, however, you will have life moments that may cost money and time along the way. There needs to be real life in your financial plan not just numbers. We may not be the biggest fish in the lake, but as a small business we understand the importance of having quality client interactions over a having a client portfolio that is so big we barely know who you are. Our mission is to help you have a healthier relationship with your finances and a better clarity of your financial situation and worth.
Meet our team
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us, we can help you make sense of your options.
Are you a business owner?
A group benefits plan is an important part of the financial security plan of your business. Under a group benefits plan, financial risk associated with loss of life, disability and health-related expenses is shared and priced based on the lives of a group of people. With a group benefits plan, when a member of the group dies, becomes ill or needs healthcare services, the plan provides compensation according to the terms of the contract.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Take action
Are you ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.
Book an appointment with us today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.