RRSP, TFSA, and CPPs are not the only option to save for your retirement! We are here to help you fund your retirement and have a TAX FREE LIFETIME INCOME as well as cover you with life’s unexpected. Let us help you find the right coverage and give you and your family peace of mind. Retirement income, the human way.
We help you identify your retirement goals and your lifestyle so we can create a plan for you that you can use towards your retirement planning
Develop a plan and support you in managing your finances, that will help you in contributing to your retirement that will allow you to have the lifestyle you want when you retire.
Understand your needs that allows us to select and provide investment options (other than RRSP or TFSA) suitable to your financial goals and risk preferences.
Good question! We believe that there is life beyond 65, or whatever age you choose to retire! We are dedicated to help you find the right vehicle to fund your retirement, TAX-FREE and enjoy it while you can.
“When I was a teenager, there was no information about retirement being disseminated in the way it is now, I didn’t see bus-shelter ads or TV commercials about the need to save or how different savings plans worked. But in the last 10 or 15 years, I’ve started to really think hard about retirement, and now I think about it quite often.”
– Sarah Hood, a Toronto-based book author and freelance writer.
We offer a simple and affordable insurance and investment strategies that serve the dual purpose of supplementing financial needs and cushioning income loss in any eventualities of life.
The focus on saving money while protecting loved ones is part and parcel of our aim to educate clients to diversify their financial portfolio. We service the vital need of addressing the following critical challenges that many people and their families experience: Lack of savings, being underinsured or in the worst case, both.