Financial Planning
We provide financial planning services to our clients.
Services
Retirement Planning, Money Management Services (CDN$ and US$), Pensions / Buyouts / OAS / CPP, Paying Debt vs Investing, Cash Distributions vs Reinvested Distributions, Return of Capital, Risk Management, Marriage Breakdown, Sale of a Property or a Cash Settlement, Estate Planning Tips, Mutual Funds, Life Insurance
Pension Plans
We advise clients on pension plans and cash buyouts.
Sale of a Property
We provide unbiased investment services for sale of a property.
Insurance
We offer life, disabilty and mortgage insurance.
Mutual funds provided through FundEX Investments Inc.
