Frequently Asked Questions

  • Our best work is done with people who recognize that working with us helps them achieve their goals, while allowing them to focus on what's important. We provide the support and guidance that our clients need - often when things are not going well. If you're not sure if we would be the right fit for you as your financial planning team, book an introductory meeting with us so we can learn more about each other and determine if we would be a good match.

  • While some firms do require you have a minimum amount of assets to become a client, we do not have any minimum requirements. We only ask that our clients allow us the privilege of handling all aspects of their financial lives as this allows us to provide the best possible level of service.

  • The primary focus of our practice is the financial planning work that we do for our clients. We build full financial plans that act as a "roadmap" to help clients make decisions that will help them reach their destination. The products we recommend are the resulting output of the financial plans and are the tools that help clients achieve their goals.

    Services

    • Personalized financial plans that are unique to you

    • Regular meetings and discussions to make sure you’re still on track

    • Referrals to other service providers

    • Financial advice - we’re always here to answer your questions

    Investments

    • Mutual funds

    • Segregated funds

    • ETF Wrap Funds

    • Annuities

    Accounts

    • Registered Retirement Savings Plans (RRSPs)

    • Tax-Free Savings Accounts (TFSAs)

    • Registered Education Savings Plans (RESPs)

    • Registered Disability Savings Plans (RDSPs)

    • Non-Registered or Open Investment Plans

    • Locked-In Plans (LIRAs, LIRSPs, LIFs, LRIFs)

    • Corporate Accounts

    • Group Retirement Plans

    Insurance

    • Term Life Insurance

    • Critical Illness Insurance

    • Disability Insurance

    • Long-Term Care Insurance

    • Whole Life Insurance

    • Universal Life Insurance

    • Group Insurance

    • Health & Dental Insurance

    • Travel Insurance

    Other Products and Services

    • Mortgage referrals

    • Individual securities referrals

  • For investments, we are licensed in the sale of Mutual Funds and Segregated Funds and do not offer individual securities at this time. We are licensed with the MFDA (Mutual Fund Dealers Association) and our contracts do not allow us to be licensed with IIROC (Investment Industry Regulatory Organization of Canada). If you are interested in individual stocks, we can refer you to a securities specialist through Canada Life Securities Ltd. For more information, go to the brokerage service landing page.