1130 Steeles Avenue East, Milton, ON
We are a full service financial planning and management company, with access to Mortgages, Investments, and Insurance.
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Investments
We provide access to stocks, bonds, Exchange Traded Funds, Mutual Funds, GICs
Comprehensive Financial Planning
We work with you to provide comprehensive financial plans to help you achieve your goals. These plans encompass cash management, tax planning, retirement planning, investment planning, risk management and estate planning.
Risk Management
We provide life insurance, critical illness insurance, disability insurance, long term care insurance, and medical and dental insurance. I represent Canada Life, Sun Life, Manulife, and RBC Insurance.