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
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
What our clients have to say:
"Mike and his team helped me to clarify my individual life insurance needs and delivered terms that made sense."
Jared Pheifer
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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