Home   |   Client Access   |   Français      
 
  About us Financial services Calculators Contact us  
Banking  |  Investment  |  Mortgage  |  Insurance
  Protecting your family’s future.
 

Protecting your wealth is just as important as building it.

Today - do you have a will? That’s a fundamental. So is life and disability insurance. Perhaps critical illness insurance. If you are older, a succession plan should be developed to ensure successful intergenerational wealth transfer with minimal tax implications. Because we are all faced with two fundamental retirement questions – what if I don’t live long enough and what if I do?

It all sounds like a lot.

But in the overall scheme of things, these financial security fundamentals don’t take a lot of time or stress – unless you don’t have them when you need them. We would be happy to help you put what’s right in place. And don’t forget to take advantage of our insurance brokerage services for the best rates available.

 

 
  Security that we all need.
 

• Independent financial advice

• Life insurance

• Disability Insurance

• Critical Illness Insurance

• Mortgage Insurance

• Group Insurance

• Annuities


Life Insurance Calculator

 

 
          Putting your life first. 
Home   |   Banking   |   Investment   |   Mortgage   |   Insurance   |   Calculators   |   Contact Us   |   Client Access   |   Français