Products & Services

Comprehensive Financial Planning

Comprehensive Financial Planning

Comprehensive Financial Planning

What it is: A deep-dive into your net worth, cash flow, investments, insurance, and goals, culminating in a fully customized roadmap.

Deliverables: – 60-minute discovery meeting – Detailed written plan with prioritized recommendations – Two 60-minute follow-up sessions to refine and implement

Retirement Planning

Comprehensive Financial Planning

Comprehensive Financial Planning

What it is: A tailored strategy to help you retire on your terms—covering income projections, tax-efficient withdrawals, and estate considerations.

Deliverables: – 60-minute retirement assessment – 20-year cash-flow projection – Written retirement plan with action steps

Financial Coaching

Comprehensive Financial Planning

Financial Coaching

What it is: Ongoing one-on-one support to build healthy money habits, clarify priorities, and stay accountable to your goals.

Life & Living Benefits Insurance

Whole Life
Term Insurance
Mortgage Protection
Creditor Insurance
Keyman Insurance
Individual and Group Medical Insurance (Ideal for businesses with 2 or more employees), HSA
Critical Illness Insurance
Non-Medical Critical Illness Insurance (Guaranteed Issue)
Disability Insurance (Ideal for business owners, meal delivery drivers, PSWs, etc.)
Temporary Workers and Residents Insurance Coverage
Travel Insurance (Perfect for business travellers and snowbirds)
Visitor to Canada Insurance (Ideal for immigrants and students)

As licensed Insurance Brokers, we offer all products in collaboration with established insurance carriers in Ontario, Canada.

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Investments

Investments are powered by Seg Funds

Tax-Free Savings Accounts (TFSA)
Registered Retirement Savings Plans (RRSP)
First Home Savings Accounts (FHSA)
Registered Education Savings Plans (RESP)

Business Consulting Services

Contact us for customized business services, including:

HR Services
Training & Development
Business Writing Services - Professional copy and content tailored to your business - investor proposals, marketing materials, client reports, financial policies, grant writing, and more. Price varies based on scope and complexity of the project.