Personal Financial Services

We offer retirement counselling services for retiring plan members, as well as interested individuals seeking straightforward, expert guidance for navigating an increasingly complex financial landscape.  

You've worked hard all your life and now it is time to enjoy your retirement. We go through a thorough needs analysis and risk tolerance assessment to design the retirement plan that is right for you and your family. 

Your plan options may include:

  • Life annuities
  • Life Income Funds / Registered Retirement Income Funds
  • RRSPs
  • Individual insurance products (life, disability, individual healthcare)

If you would like to find out more, please let us know.