Personal Financial Planning

• Fee or Commission based Financial Plans
• Convenient appointments
• 1-800 service across North America
• Worldwide E-mail service
• Referrals available to other professionals

• Coordination of your plan with existing advisors
• Services available in Canada
• Instant investment statements
• Investment and RRSP loans available
• Retirement and severance advice

Business Financial Planning

• Coordination of your financial plan with your business
• Executive retirement planning
• Intergenerational transfers within a family business
• Comprehensive group benefit and pension plan analysis

• Protection of your assets from creditors
• Financial Planning seminars for employees and managers
• Life and disability buy/sell funding arrangements