Supported by a team of qualified experts, I am committed to understanding your needs and providing you with in-depth analysis and personalized solutions to help you achieve your investment and retirement goals.
You will be well positioned to handle opportunities and challenges - planned and unplanned - because, together, we create and regularly re-visit your chosen financial / life plan.
I provide advice in the following areas:
INVESTMENTS
• Mutual Funds
• Guaranteed Investment Funds
• Managed Asset Program
• Tax Advantage Funds
• RRSPs, RRIFs
• RDSPs and RESPs
• Tax-Free Savings Account
• GICs
• Annuities
• Group RSPs, and
Brokerage Services through Investors Group Securities Inc.
INSURANCE
• Life
• Disability
• Critical Illness
• Long Term Care
• Personal/Group Health Care
LENDING
• Mortgages
• Loans
• Lines of Credit
BANKING
• Chequing
• Savings
• Credit Cards
Disclosures
http://investorsgroup.com/en/legal/disclaimers