Investment Planning
- RRSP, RRIF, TFSA, LIRA & Non-Registered Accounts
- RESPs and Education Planning
- Retirement/Pension Planning
- Estate/Business Succession Planning
- Tax Strategies
- Business Organization
- GIC’s, Annuities, Segregated Funds
- Pooled Funds, ETF Portfolios and Private Equities
- Manulife One/Lending Options
- Charitable Giving Funds
Affordable Life Insurance
- Mortgage Life Insurance / Creditor Protection
- Income Replacement / Debt Elimination
- Estate Planning
- Charitable Gift Planning
- Buy/Sell and Key Person Coverage
Living Benefits
- Disability Income Replacement
- Critical Illness Protection
- Long Term Care Insurance
- Health and Dental Benefits
- Private Health Services Plans
- Travel Insurance
- Group Benefit Plans
- Group Benefits Integration
**Licensed in Alberta and British Columbia**