Investments
Holistic financial advice and wealth management
Registered (RRSP, TFSA, RESP, RDSP) and non-registered accounts
Stocks and bonds
Mutual funds offered by most of the fund companies in canada
Insurance
Wealth management and estate planning
Universal life insurance, term insurance, long term care (LTC) insurance
Vitality term insurance offered by manulife
Critical illness, disability insurance, Personal accident disability insurance (PADI)
Travel Insurance, visitors to Canada insurance, supervisa insurance, term travel insurance
Business Solutions
Group benefits
Buy/Sell agreements
Business term insurance
Business overhead insurance
Key man insurance
Group RRSPs/pension plans
