We provide a full range of products and services tailored to meet your needs every step of the way.

For over 20 years we have assisted our clients for a lifetime of financial success.

R.E.S.T. Easy Planning® - Our R.E.S.T. (Retirement, Estate, Savings, Taxation) Easy Planning® process involves three separate programs which may be combined or applied individually, depending on your unique situation ... [Read more]

Financial Achievement System® - To meet your life goals.

Define targets, identify problems and lay out the groundwork so you will accomplish your important goals. Common objectives of this process include: Retirement planning, education planning, home or secondary property purchases and debt reduction ... [Read more]

Wealth Preserver System® - To pass on a larger, simpler estate.

We ensure your estate passes to your beneficiaries efficiently in the shortest time, with minimal cost and taxation ... [Read more]

Tax Diet™ - To pay less tax.

Tired of paying too much income tax? Through comprehensive review and analysis we provide written recommendations to reduce the amount of income tax you're paying ... [Read more]

We also provide:
- Regularly Scheduled Review Sessions
- Quarterly Statements
- Quarterly Newsletters or Timely, Informational Updates
- On-Line Portfolio Statements

Senior Care™ - Someone you trust, managing your bills, expenses and more.

In the future when you may find it difficult to manage your bills, we will monitor your accounts, investments and ensure nothing is missed or overlooked. Statements are provided to you and to your loved ones, as per your request. We are an advocate for your health care ... [Read more]

Mutual Funds - A mutual fund represents a diversified portfolio of investments that could exclusively include stocks or bonds, or a combination of both .... [Read more]

GIC's - Guaranteed Investment Certificates are low-risk investment vehicles that accrue interest while keeping the principal investment intact ... [Read more]

RRSP's - Registered Retirement Savings Plans provide an income tax deduction on your current income with a qualifying contribution. As the investment grows, it's 'sheltered,' with any tax owed on investment returns deferred until your income is lower, specifically at retirement when you begin withdrawals from the RRSP. This deferring of tax allows the investment to grow faster and means you owe less tax later, generally having a lower rate of taxation at retirement ... [Read more]

RESP's - Registered Education Savings Plans allow you to make a tax-deferred investment which is expected to go towards a child's post-secondary education tuition. When withdrawn, the funds are transferred to the student and are included in their income. Generally student income is lower, thereby reducing the overall tax liability on the proceeds of the plan .... [Read more]

RRIF's - All RRSP's must be converted to a Registered Retirement Income Fund before December 31st in the year in which you turn 71. Any investment returns are still tax deferred, however a mandatory withdrawal schedule applies to the fund proceeds ... [Read more]

Insurance - Insurance is one of the key pillars to building a secure financial base. We offer four different types of insurance ... [Read more]

Group Benefits - Group benefits, when properly structured, can help you hire and retain the best and brightest staff available. We offer both group RRSP and group insurance programs ... [Read more]

Mutual funds provided through FundEX Investments Inc.

Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or any other government insurer, are not guaranteed and their values will fluctuate. . Past performance may not be repeated. There is no assurance a fund will maintain its net asset value or the amount invested will be returned to you.