We’ve been creating legacies since the year 2000. Unlike your automobile insurance carrier or financial institution, investments and life/living benefits insurance are not just a sideline for us. We work with many highly rated investment and insurance companies so you have choice. We believe in providing you with products and advice that offer high value. Our services are available both in French and English. Training and continuing education are very important to us. We continue to build our breath of skills that range from business/retirement planning to marriage preparation. Our goal is to provide you with comprehensive service, whatever your needs are, based on confidence and trust to build a solid relationship.
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Financial Planning
Helping achieve your financial goals through financial planning
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Families
We provide strategies to help families to accumulate and protect your wealth.
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Business Owners
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Latest News
Extended! Canada Emergency Wage Subsidy extended beyond June
On May 8th, Prime Minister Justin Trudeau announced that they will extend the Canada Emergency Wage Subsidy (CEWS) beyond June.
Guide to Covid-19: Government Relief Programs in Canada
The intention for our “Guide to Covid-19: Government Relief Programs in Canada” is to help businesses and individuals to cut through the noise and make sure they’re getting all the help they can receive from the federal and provincial programs.
75% Commercial Rent Assistance Program
On April 24th, the Federal Government in partnership with the provinces and territories unveiled the Canada Emergency Commercial Rent Assistance which provides rent relief to businesses.
Canada Emergency Student Benefit: Students will be eligible for $1,250 a month from May through August
Great news for students worried about financially making ends meet. Prime Minister Justin Trudeau announced the Canada Emergency Student Benefit which provides $1,250/month from May through August or $1,750/month for those taking care of someone else or have a disability.
For students looking to volunteer to help fight COVID-19, the Canada Student Service Grant provides $1,000 to $5,000