Our Products and Services

Guaranteed Investment Funds, Mutual Funds, Portfolio Funds, RSPs, RESPs, RDSPs, GICs, Tax Advantages Funds, and Tax-Free Saving Accounts. 

With exclusive access to world-class investment professionals from Mackenzie Investments and partnerships with other leading money managers from around the globe, our firm have access to all the choices we need when building or adjusting your personal investment portfolio.

We take the time to get to know you, regularly review your situation, and help you respond to changes by revisiting strategies and plans and adjusting them as needed.

Chequing, Saving, Credit Cards and All in One Accounts. Loans, Lines of Credits and Mortgages.

Cashflow is not just about income and expenses. It’s about putting your wealth to best use, managing expenses in a disciplined and effective manner, and utilizing surplus cash to achieve your goals.

At the same time, not all debt is bad debt. To accomplish your life-goals, there are times it’s necessary or even beneficial to take on debt. Structuring that debt to ensure maximum benefit while reducing risk takes careful planning.

Critical Illness,Disability, Group Insurance,Life, Long Term Care and Personal Health and Dental. 

We’ll get you the right combination & amount of coverage for your lifestyle, with products from major Canadian insurers at highly competitive prices.

Also, we monitor your coverage as your life evolves, to make sure your protection complements your lifestyle so that you’re always receiving the absolute best value from us.