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
     
• Tax Planning and 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
     

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

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   

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

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.

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