What we do...

We are a full service Canadian Financial and Insurance Services organization, operating in the Provinces of Ontario and Alberta.

Whether you are an individual or corporation, we offer a wide range of insurance and investment products.

As a Certified Financial Planner (CFP), Michele will work with you to ensure you have the products that best suit your needs.  Through information gathering, she will be able to help you in each phase of your life.

 

For Your Insurance Needs, We Can Provide

  • Life and Disability
  • Critical Illness
  • Long Term Care
  • Health & Travel
  • Group Employee Benefits

For Your Investment & Retirement Needs

  • RRSP, RRIF, LIF, and Annuities
  • TFSA, Non-Registered
  • RESP and RDSP
  • Group Retirement Plans
  • Private Weath Management
  • Personal & Corporate Banking Products

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