About Us

Our focus is on Financial Planning, using the most detailed and versatile financial planning software in the market, NaviPlan®. Once a plan is created we are able to use our network of Investment and Insurance providers in order to achieve your goals. GICs – Segregated Funds – Mutual Funds – Labour Sponsored Funds – RRSPs – RRIFs – Annuities – RESPs – TFSAs – Mortgage Insurance – Life Insurance – Disability & Critical Illness Insurance – Group RRSP – Group Pension Plans – Group Benefit Plans – Mortgages