Wealth Management & Financial Planning

We offer the following Financial Planning & Wealth Management Solutions:

• Retirement Planning
• Investment Savings for short and long-term goals
• Estate Preservation Planning
• Specific Investment Goal Setting
• Budgeting and Cashflow Management

We offer a wide varity of Invesment Solutions:

• Segregated Funds (Registered and Non-Registered types)
• RRSP (Registered Retirement Savings Plans)
• GIC's (Guaranteed Investment Certificates)
• Annuities
• TFSA (Tax Free Savings Accounts)
• RESP (Registered Education Savings Plans)
• RDSP (Registered Disability Savings Plans)
• RRIF's (Registered Retirement Income Funds)
• LIF's (Life Income Funds)
• Individual and Group Pension Plans
• Corporate Estate Bonds
• CIRP's (Corporate Insured Retirement Plans)
• Corporate Insured Annuities
• And more 

Bottom Line:
If you are you looking for a reputable and trustworthy advisory team that will listen and assist you in determining your wealth management and investment needs, we can help.

What our clients have to say:

”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 is the most ethical, customer focused, results driven financial services professional person out there.”
Keith Landra