- Small business owners
- Self-employed individuals
- Investment property owners
HOW IT WORKS:We start with an initial strategy session to determine direction.
1. Clarify what you want
2. Design a strategy to get what you want
3. Find the money to fund what you want
If a product is recommended to address your needs: executive benefit plans,life insurance,retirement income plans,RRSPs,guaranteed investment funds,income annuities,business life insurance,Guaranteed Interest Annuitiesdisability insurance,universal life insurance,critical illness insurance,GIAsjoint annuities,annuities,GIFs,employee benefits,pension plans,mortgage referrals,