Description
We have been in business around 20 years. Our goal is to help you navigate through complex world of finance and assist you with finding optimal solutions that best reflect your needs and means.
Main stream of our services can be seen below:
Financial planning;
Various types of insurance – life, health, income. Insurance for our guests and those crossing the border. Individual and group benefits;
Mortgage and refinancing;
Segregated Funds Registered Education Savings Plan (RESP);
Segregated Funds Registered Retirement Savings Plan (RRSP) and investment programs.
Our goal is to assist you with processing contracts under best possible conditions that are available at the moment. We have the accommodations necessary to accomplish this goal as, with any of these streams, we are independent representatives of the insurance, investment and financial institutions, and are ready to present you with all available possibilities.
Main stream of our services can be seen below:
Financial planning;
Various types of insurance – life, health, income. Insurance for our guests and those crossing the border. Individual and group benefits;
Mortgage and refinancing;
Segregated Funds Registered Education Savings Plan (RESP);
Segregated Funds Registered Retirement Savings Plan (RRSP) and investment programs.
Our goal is to assist you with processing contracts under best possible conditions that are available at the moment. We have the accommodations necessary to accomplish this goal as, with any of these streams, we are independent representatives of the insurance, investment and financial institutions, and are ready to present you with all available possibilities.
