Your A to Z Plan For Your Financial Well-being
Protect Your Income
Wrap your loved ones in a cozy blanket of insurance and long-term savings! Let us be your trusty sidekick in crafting the ultimate protection plan.
Long & Short Term Savings
Get your planning game on! We’re here to help you whip up investment strategies, from FHSA’s to TFSAs, RRSPs, RESPs, and RDSPs. Let’s make your money work harder than a caffeinated squirrel! 🐿️💰
Reduce Your Debts
We’re here to give your finances a little TLC! Spoiler alert: they might not be as grim as you imagine!
Finding money is our specialty!
Estate Plan
Craft a rock-solid game plan for your estate so your treasures glide into your family's hands just the way you want! And hey, let’s give the Tax Man the slip while we’re at it!
Is it Actually Free?
Absolutely, positively, yup! Did we spill the beans that our services
come with a zero-dollar price tag? No gimmicks, just pure, unadulterated support. We're all about trust, not sales pitches, hoping to win you over for life!
Our paycheck comes from the companies we partner with to find your perfect solutions. You'll never see a bill from us, pinky promise.
Why are Segregated Funds so Fabulous?
Like the cool cousin of mutual funds, brought to you by life insurance companies, but with a few extra perks!
Let's dive into what makes them special:
- Principal Guarantees: Your investment is safe and sound with a 75% to 100% guarantee at maturity or when you kick the bucket.
- Death Benefit Guarantee: Even if the market takes a nosedive, your beneficiaries are sure to receive a solid percentage of your initial investment.
- Creditor Protection: Set these up just right, and they’ll shield your funds from creditors like a superhero cape.
- Bypass Probate: Name your beneficiaries, and voilà—your funds zoom straight to them, dodging those pesky probate fees.
- Reset Options: Got gains? Lock them in as your new guaranteed amount with a simple reset.
- Management Fees: They might be a bit higher than mutual funds, but that's the price of those nifty insurance features!
