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Investment Management

  • Segregated Funds

  • Registered Accounts

  • Non-Registered Accounts​

    • Investment Loans​

  • Tax-Free Investment Accounts 

Cheerful Seniors
Retirement Planning

  • Registered Retirement Savings Plan (RRSP)

  • Spousal Registered Retirement Savings Plan (Spousal RRSP)

  • Locked-In Retirement Account (LIRA)

  • Locked-In Income Fund (LIF)

  • Registered Retirement Income Fund (RRIF)

  • Annuities

  • Term Deposits 

  • Individual Pension Plans

Family Walking On the Beach
Insurance Planning

  • Life Insurance

    • Universal Life 

    • Whole Life 

    • Term Life 

  • Family Insurance 

  • Group Insurance

Grandpa and Grandchild Having Fun
Tax & Estate Planning

  • Defining estate goals

  • Determine which estate planning tools best fit your situation

  • Minimizing your tax liability

Happy Family
Living Benefits

  • Disability Insurance

  • Critical Illness

Adult Students
Education Planning

  • Registered Education Savings Plan (RESP)

Looking for more financial planning information and resources? 

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Please visit my "Link Between" website by clicking below for informative articles relating to investments and insurance as well as a variety of financial tools and resources!

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