Financial Planning Solutions
Need help with insurance planning?
We offer:
- Life & Disability Insurance
- Critical Illness Insurance
- Group Benefits Insurance
- Health & Medical Insurance
- Travel Insurance
Need wealth management help?
We provide:
- Investment &
Retirement Planning
- We offer a wide variety of investment options
(safe, moderate, highly correlated market equity investments) - Investing & Income Planning
- RRSP, RRIF, LIRA, Insured Retirement Plans
- TFSA, Non-Registered Investments, Annuities, Insured Annuities
- GIC's, Estate Bonds, and other types of investment instruments
- We offer a wide variety of investment options
- Tax Planning and Strategies
- We can assist with tax planning and implementation of tax efficent strategies
- We can assist with tax planning and implementation of tax efficent strategies
- Assistance with Estate Planning
- Whole Life Insurance, Segregated Funds, Insured Annuities, Funding of Estate Trusts
and assistance with other tax efficient estate planning solutions
- Whole Life Insurance, Segregated Funds, Insured Annuities, Funding of Estate Trusts
and assistance with other tax efficient estate planning solutions
What our clients are saying:
“Since Mark has become my financial adviser the performance of my investment portfolio has been a very positive experience. His sincerity, knowledge and dedication to my needs are unique and place him at the top of his profession. I highly recommend Mark for any of your financial planning requirements.”
Lawrence Sangster – Eastern Manager, Trudell Medical Marketing Limited
Wealth Management & Retirement Planning:
Are you looking for financial planning assistance?
We provide:
- Retirement Planning
- Assistance with retirement savings and income planning
- Assistance with estate preservation
- Assistance with estate trusts and charitable donations
- Assistance with budgeting and debt management
- Wealth Management Services
- Assistance with investment risk
- Savings & investment planning
- Taxation planning and strategies
For more details, please visit:
Here's what our clients are saying:
'Mark & Mike took the time to help me determine my financial and retirement goals. They walked me through a logical process and explained how a financial plan can help to achieve my goals. I feel much more confident and aware of my current financial situation and I'm confident I will reach my retirement goals with the plan Mark and Mike have helped implement.'
David Little
"Mike and his team helped me to clarify my individual life insurance needs and delivered terms that made sense."
Jared Pheifer
Life, Disability & Critical Illness Insurance
We offer life insurance including:
- permanent life insurance
- univeral life insurance
- term life insurance coverage
We can also provide disability insurance and comprehensive critical illness insurance.
For more details on our insurance solutions, please visit:
Life, Disability and Critical Illness Insurance page
Estate Planning
Health & Travel Insurance
Our health plans offer:
- comprehensive coverage
Our travel medical plans offer:
- worldwide medical coverage
- trip cancellation and interruption coverage at affordable rates
For more information on our health & travel plans and for your online quotation, please visit: Health & Travel Insurance page
If you like our terms, you can also purchase your health and/or travel insurance directly online.
Employee Group Benefits Insurance
We provide tailor made and affordable group benefits insurance plans providing:
- Life insurance & disability insurance
- comprehensive health, drug and dental benefits
- short and/or long term disability coverage
- employee assistance programs
For more information on our group plans,
please visit:
Employee Group Benefits page
What our group benefits clients have to say:
"Mike and his team made the whole experience of implementing our group benefits plan an
efficient and easy process.
They obviously have a lot of experience in group benefits insurance."
Trent Eisenhauer - President of Trenstar Excavating Limited
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