Life, Health, Critical Illness & Disability Insurance
Life Happens. Insurance Helps. Think about the protection for today and secure your and your family's financial future. Contact us to find out how to be protected.
Children's Education Planning
Education is one of the best gifts your children can receive. To ensure your child receives the best education, you need to prepare yourself financially. Let us help you achieve that goal.
Investment
Take charge of your financial security. Not investing, or not doing it properly, can mean a longer working life. Don't do that. Let us help you invest.
About Us
We are licensed to offer you financial services.
We act in compliance of regulation and codes of conducts.
We will always provide full disclosure to a client of all information required to make an informed decision about the product or service being recommended.
We always present information about a product accurately, honestly, completely and
in clear languageWe will not engage in any practice that is deceptive or misleading and must at all times act with the best interests of the client in mind.
Perform a client needs analysis, gathering all the necessary facts required to assess them.
Recommend the products that meet the client’s needs.
Explain and document the product(s) recommended.
We respect privacy of our clients. Client personal or any information collected will not be shared to third-party.
We provide no obligation quote.
We do not charge service fee to the clients.
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Recent Posts
Ways to Save on Groceries in Tough Times
In an era where the cost of living seems to perpetually rise, finding ways to save money on groceries becomes not just a desire but a necessity for many households. Fortunately, there are savvy methods to trim those grocery bills without sacrificing quality or quantity. Let’s delve into some practical strategies for navigating the aisles while keeping your budget intact.
2023 End of Year Financial checklist
December is upon us, bringing the festive cheer of the holiday season and the anticipation of a new year. As you gear up for the celebrations, don’t forget to take a moment to review your finances and set the stage for a prosperous […]
Adjustment for personal income tax and benefit amounts in 2024
Each year, certain personal income tax and benefit amounts are indexed to inflation using the Consumer Price Index data as reported by Statistics Canada.
Increases to tax bracket thresholds, amounts relating to non-refundable credits, and most other amounts below take effect on January 1 of the applicable year.