Services

• Investment Portfolio & Insurance Program Evaluations
• Retirement and Estate Planning
• Severance Package Design
• Charitable Gift Planning
• Group Insurance, Pension Plan, DPSP, and Group RRSP Review
  

Products

• RRSPs, RRIFs, RESPs, Annuities, GICs, RCA Trusts
• Pension Plan, DPSP, and Group RRSP Programs
• Individual & Corporate Life and Disability Insurance
• Group Insurance & Private Health Services Plans