Financial Solutions I Provide

Long-term Investment and Retirement Solutions

• Mutual Funds (RRSP & non-registered)
• Segregated Funds (RRSP & non-registered)
• Investment loans (RRSP & non-registered)
• GIC
• Prescribed Annuities (Life & Term Certain)
• Insured Annuities
• Income Plus (Manulife)

Short-term Savings and Debt Reduction Solutions

• Budgeting
• Alternative banking solutions
• Mortgage referrals
• Cash flow management tools

Non-controllable event protection solutions

• Life protection (T-10, T-20, T-100, Whole life, & Universal life)
• Critical illness protection (T-10, T-100, 15 year Pay, Pay to 65)
• Long Term Care protection (reimbursement plans & income plans)
• Disability protection (guaranteed issue & non-cancellable plans)

Small - Medium sized Business Solutions

• Business succession planning and funding
• Key man protection
  (Corporately owned Life and Critical Illness protection)
• Extended health care plans
  (life, drug, extended health care, & disability coverage)
• Buy-Sell agreement funding
  (life, disability, and critical illness coverage)
• Retirement savings and deferred profit sharing plans
  (defined contribution)
• Association plans