Financial Planning
Wouldn't it be great to have a written plan, so that regardless of what is happening in the market, at work, or in the world, you still feel confident that you will achieve your goals?
We help our clients understand what is possible and what needs to be done to get there — and feel confident all along the way.
Our Process - The Financial Fitness Solution™
Our unique and comprehensive financial planning process, the Financial Fitness Solution™ takes into account all of the relevant factors in your life and focuses on follow-through, ensuring that your plans will succeed, for life.
Plans for all aspects of life
We develop financial plans for a wide range of situations:
Goal Projections
Retirement Projections
Tax Planning
Risk Analysis
Investment Analysis
Education Planning
Eldercare Planning
Estate Planning
Services
Individual Services
- Financial Planning
- See Our Brochure
- Investments
- Retirement & Estate Preservation
- Life, Disability & Critical Illness Insurance
Corporate services
Travel Insurance
Travelling abroad? Make sure you have the right travel insurance for you.
Get a free quote or apply online- from Manulife.