What if you had a MONey-making machine in your basement?
What if you had a MONey-making machine in your basement?
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How much would you insure it for?
How much would you insure it for?
Imagine you had a moneymaking machine in your basement. At maximum capacity your machine could produce $50,000 to $100,000 a year for the next 30 years.
How much would you Insure it for?
Nothing?
Six working years?
Its full lifetime?
What if that money-making machine is you?
What if that money-making machine is you?
Most people would not hesitate to insure a multi-million dollar money-making machine,
yet many people fail to insure their own income-earning potential.
Finances
Finances
Financial planning is not one size fits all, if it works for one person the same may not work for another. We design a custom tailored plan that is in line with your needs and your future.
No two business are alike, each business has its own challenges and struggles. Let us help you cater a plan that will help you and your business grow, and provide you with an exit strategy when you decide to take a step back.
INdividuals
INdividuals
Life insurance
Disability insurance
Critical illness insurance
Individual and family medical plans
Traveller's insurance
Registered retirement savings plan (RRSP)
Leveraged RRSP's
Registered education savings Plan (RESP)
Tax free savings account (TFSA)
Mortgages
Mortgage advice
Mortgage insurance
Estate planning
Generational transfer of wealth
Family trust planning
Businesses
Businesses
Corporately funded
Life insurance
Critical illness insurance
Buy and sell agreements
Group benefits plans
Session planning
Generational transfer
Family trust planning
Business retirement plan
Business exit strategies
Restructuring businesses
Tax planning
To help you achieve your financial goals we work with some of the best professionals in the business. We work as a team to ensure all of our valued members receive the best advice and strategy that is cater to your individual needs. Working with our members we may make introductions to Accountants or Lawyers.
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