Our Planning Team
It is important to know enough- so that you know what you do not know.
We will work with your existing advisors whenever possible.
We also have a professional network that includes of some of the top accountants, business valuators and tax & trust lawyers in Nova Scotia to assist when necessary.
In addition insurance and other financial companies have specialists available as a resource including:
Tax and Estate Planning Partners
Living Benefits (Disability, Critical Illness, Health)
Group Insurance (Employee Benefits)
Home, Automobile and Commercial Insurance
If a product is recommended to address your needs: permanent life insurance,annuities, Executor Liability Insurance,GIFs,guaranteed issue life insurance,universal life insurance,GICs,employee benefits,guaranteed investment funds,business sale referral,term life insurance,whole life insurance,business insurance,long term care insurance,marine insurance,simplified issue life insurance,disability insurance,critical illness insurance,home and auto insurance,travel insurance,RRSPs,pension plans,retirement income plans,custom designed risk management,income annuities,executive benefit plans,commercial insurance,health insurance,mortgage referrals,cyber and privacy insurance,joint annuities, As brokers we are not obligated to do business with any single company or group.