WHAT WE PROVIDE (Products & Services)

1. Cash Flow Solutions
• Cash Flow Creation

2. Debt Solutions
• Debt Reduction
• Debt Management
• Credit Repair Solutions
• Mortgage Solutions
• Mortgage Advisory

3. Insurance Solutions
• Life Insurance
• Group Benefits
• Critical Illness
• Disability Insurance
• Funeral Expenses
• Accidental Death & Disability (AD & D)
• Corporate Life Insurance
• Business Protection Planning
• Long Term Care
• Health and Dental
• Living Benefits

4. Travel Insurance
• Super VISA
• Emergency Medicals
• Canada /International Travel Group

5. Estate Planning Strategies and Solutions
• Succession Planning
• Estate Preservation
• Charitable Giving
• Charitable Planning
• Estate Planning

6. Wealth
• Wealth Creation
• Wealth Protection Strategies

7. Investment Solutions
• Infinite Banking
• Segregated Funds
• RESP Scholarship Plans
• Investment Asset Creation Strategies
• Asset Allocation

8. Tax Planning
• Tax Saving Strategies
• Tax Protection Strategies
• Tax Free Savings Account
• Business Protection Planning

9. Extended Health Care
• Dental
• Health Spending Account

10. Retirement
• RRSPs
• RRIFs
• TFSAs
• Locked-In Plans
• Pension Plan Creation
• Pension Allocation
• Pension Transfers
• Individual Pension Plan (IPPs)
• Pre & Post Retirement Planning

11. Education
• Registered Education Planning (RESPs) – College Planning
• Alternative Solutions
• Education Saving

12. Group Plans
• Employer Sponsored Group Plans

…And More Financial Care…