519-930-4415 519-930-4430Mon-Fri : 9:00 - 5:00
136 Dundas Street West, Thamesford,
ON. N0M 2M0.
You’ve worked hard for your money. Isn’t it about time your money started working harder for you? Be prepared for life’s twists and turns. Be confident with your savings for retirement. Have a plan for when it all ends! Wherever you’re at in this journey of life, having the right advice at the right time is crucial.
We work with clients to understand their unique financial situation, their needs, goals, and their vision for their future. Then we customize a plan to help them get there. With expert guidance, a proven investment strategy, and a knack for the details, we can put you on a path to achieving your financial goals sooner than you might think.
Investment solutions are the products that help you achieve your investment goals. We offer a variety of investment products ranging from Guaranteed Investment Certificates (GICs), Principal Protected Notes (PPNs) to Mutual funds. As well, we offer a wide variety of savings plans to help with your specific goals. Speak to one of our professionals today to discuss the available options.
Financial Planning helps you reach your future goals. It is a dynamic and ongoing process that changes as your life changes. It can include retirement planning with investments, and/or insurance products, to help protect against the unknown, and estate planning. Financial Planning is very important as it allows you to make the most of your assets and help you achieve your present and future goals.
A Registered Retirement Savings Plan is a great way to help your employees save for their future and to show them they’re a valuable part of the team. Employer RRSP contributions can Increase retention with employees while offering them a solution to help them reach their financial goals.
Helping to take care of your employees by providing life insurance, health and dental benefits is another way that a company can show their appreciation for their team members. This can help build loyalty and increase retention.
Planning for the inevitable is necessary. Having an estate plan in place and working with a Financial Advisor helps to make decisions easier for your loved ones during a tough and emotional time. We’ll help with the tough decisions while your family takes the time to mourn.
Whether you’re planning for the inevitable, death and taxes, or the unpredictable, disability and/or illness, having insurance for you and your family can help with peace of mind in tough times. Don’t let one expected or unexpected event derail your life. Let’s plan for it and help alleviate the burden.
