Welcome
Welcome to our company website. Take some time to find out about us and the types of services we offer. In addition to our firm, we have placed a variety of articles and internet links to various companies and institutions which may be of interest to you or someone else you know. Feel free to pass our website address to others that you may feel may benefit with the information within.
Our firm is comprised of a team of seasoned insurance and financial professionals. Together we offer over 40 years of industry experience and every client of our firm gets the benefit of our full teams education and experience. We offer products and planning in areas of Mutual Funds, GICs, Life Insurance, Group Health and Dental Benefits, Disability Insurance, Critical Illness Insurance and Company Retirement Pension Plans.
No selling pressure is used when making recommendations on any financial services or products. Many of our clients say that this lack of sales pressure is what draws them to our office. We believe in long term, trusting relationships with our clients, and these cannot be rushed.
We have contracts with all of the major insurance carriers and several specialized programs for health and dental benefit programs. We have the ability, through our mutual fund dealership Equity Associates Inc, to invest in a variety of mutual funds for RRSP and RESP. Our experience and industry contacts allow us to find the product or solution to our clients needs no matter how unique they may be. Our core principal is to treat every client with respect. We strive to treat each client with old fashioned personal service, when you call you will be dealing with an owner of our firm directly.
Recent Articles
Debt Reduction as Retirement Savings Strategy
Posted on 01-10-2012Statistics Canada recently reported the ratio of household credit market debt to disposable income reached the highest level since the agency began tracking this figure. In 1990 it was 50%, rose to 110% in 2000 and jumped to 149% in the second quarter of 2011. This can cause some angst for those with children reaching post-secondary school age.
Government Benefits Can Boost Retirement Income
Posted on 01-10-2012In a 2010 report to the Minister of Finance, it was found that approximately 160,000 Canadian seniors were not aware of the full range of benefits they were entitled to in their retirement years. In fact, nearly $1 billion in retirement benefits from the Canada Pension Plan (CPP), Old Age Security (OAS) and the Guaranteed Income Supplement (GIS) have not been paid out to eligible recipients.
TFSAs: Flexible Wealth Building Strategy
Posted on 12-12-2011The Tax-Free Savings Account (TFSA) was introduced in the February 2008 Federal Budget and became available January 1, 2009. It is touted by the Government of Canada as "the single most important personal savings vehicle since the introduction of the Registered Retirement Savings Plan (RRSP)."
