Our Services

Debt Management

We work hand and hand with the best companies to get you out of debt and closer to living a debt free life.

Retirement Planning

The truth is, we’re living longer. We can help prepare you to enjoy those golden years to the fullest with the retirement strategy of your choice:

• Annuities
• Registered Retirement Savings Plans (Canada Only)
• Tax-Free Savings Accounts (Canada Only)

College Funding

Whether preparing to send your first or fifth child to college/university, we can help you begin saving now with:

• Preparing for college (U.S. Only)

We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes:

• Charitable Strategies & Trusts (U.S. Only)
• Life Insurance Trusts (U.S. Only)
• Wealth Replacement Trusts (U.S. Only)
• Life Insurance (Canada Only)
• Annuities (Canada Only)

Life's scenarios can vary from person to person, and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens:

• Life Insurance
• Disability Insurance
• Long Term Care Insurance (U.S. Only)
• Segregated Funds (Canada Only)
• Guaranteed Interest Accounts (Canada Only)

We work with you to provide a clear financial strategy to go from where you are to where you want to be through:

• Financial Needs Analysis
• Financial Goal Setting
• Strategies to Pursue Your Goals