Helping you build, manage & protect your financial future

Insurance, Investments, Retirement & Benefits

 

Personal Services

Corporate Services

  • Personal Planning
  • Personal Insurance Consulting
    • Life Insurance
  • Overhead Expense Insurance
    • Disability Insurance
  • Personal Investments
    • Segregated and Mutual Funds
    • Guaranteed Investment Certificates
    • RRSP, RESP, TFSA
    • Self-Administered RRSP
    • Guaranteed Investment Funds
  • Bank Assisted Concepts and Products*
  • Loans and Mortgages*
  • Health and Dental
  • Travel Insurance
  • Planning for Business Continuation
  • Funding for Shareholder Agreements
  • Executive and Key Person Benefit Programs
    • Employee Group Benefits
    • Group RRSP and Pension
  • Individual Pension Plans
  • Bank Assisted Concepts*
  • Loans and Corporate Mortgages*
  • Advanced Estate Planning Co-ordination

 

*Banking products and services are offered through referral

 

 

Tim's Reading Corner

  • The Secret Millionaires Club is an animated series that features Warren Buffett as a mentor to a group of entrepreneurial kids whose adventures lead them to encounter financial and business problems to solve. The program teaches the basic of good financial decision making and some of the basic lessons of starting a business.

Introducing Manulife Vitality

Manulife Vitality life insurance can help you Live Healthy, Earn Rewards, and Save Money. For the first time, your life insurance has the potential to save you money and reward you for living a longer and healthier life. And best of all, it's fun and easy - so go out and get living!

Insurance products are issued by The Manufacturers Life Insurance Company. The Vitality Group, Inc. in association with The Manufacturers Life Insurance Company provides the Manulife Vitality Program. The Manulife Vitality Program is available with select policies. Please consult your financial representative to learn more and find out of you qualify for this product.

Manulife Vitality - get a quote online

Answer just a few questions based on your financial situation today, and find out how much insurance you may need to help protect your family.

Click here to get started.

 

Insurance products are issued by The Manufacturers Life Insurance Company. Vitality and Vitality Status are trademarks of Destiny Health Inc., and are used by The Manufacturers Life Insurance Company and its affiliates under license.

In the Fall 2020 edition:

Get your grit on - How to regain your footing during times of volatility.

Your Will Planning Workbook

A great deal of thought and planning needs to go into preparing your Will. Not only should you consider what your estate is currently worth, you should also consider your future sources of wealth. Click here to download a helpful will planning guide.