Services

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Planning & Application of Products

  1. Financial & Tax Planning
  2. Pension and Retirement
  3. Estate/Succession Planning
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Mutual Fund Investing

  1. Overview
    1. Principle of Investing
    2. Principle of Investing in Mutual Funds
    3. How Managers manage/style
  2. Cost
  3. Types of accounts & Programs
  1. Open
  2. RRSP
  3. LIRA/ LIF
  4. TFSA
  5. RESP (Registered Education Savings Plans)
  6. RDSP (Registered Disability Savings Plan)
  7. DPSP (Deferred Profit Sharing Plan)
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Insurance

  1. Life
  2. Long Term Disability
  3. Critical Illness
  4. Long Term Care
  5. Group & Individual Health & Dental Benefit Plans
  6. Heath Spending Accounts
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Group Savings Plans

  1. Group RRSP
  2. Deferred Profit Sharing Plans
  3. Defined Contribution Pension Plans
  4. Defined Benefit Plans
  5. Individual Pension Plans (One man pension plans)
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Group Benefits

  1. Fully Insured Plans
  2. Administrative Services Only (ASO)
  3. Health Spending Accounts