Personal (Individual) Insurance Programs and Analysis
Life Insurance
Mortgage Insurance
Disability, Accident, and Sickness Insurance
Critical illness Insurance
Travel Insurance
Corporate Insurance, Savings and Investment
Employee Benefit Consulting
Corporate Pension Plans and Individual Pension Plans (IPP)
Group RRSPs
Supplementary Retirement Income Plans
Funding Buy/Sell Agreements
Collateral Term Insurance
Funding for Capital Gains Tax Liabilities
Keyman Insurance
Executive Deferred Compensation Plans
Insured Supplementary Retirement Income Plan
• Retirement needs analysis
• Segregated Funds
• RRSPs
• RESPs
• TFSAs
• IPPs
• Annuities and RRIFs
• Tax sheltered savings in life insurance
• Non-registered savings and investment plans