Our Clients

Business Owners and Farmers

We specialize in the specific needs of business owners and farmers and recommend financial solutions for:

  • Tax Minimization
  • Group Benefits
  • Group Retirement
  • Insurance Protection
  • Succession Planning

Families

We also work with families who are committed to securing their financial future. Our clientele generally has minimum investable assets of $50,000 and/or is fully committed to growing their wealth. We can help you manage:

  • Investment Portfolio
  • Insurance Protection
  • Mortgages / Debt Reduction provided by referral
  • Special Needs Planning (RDSP)
  • Education Planning
  • Retirement Planning
  • Estate Planning

 

 

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