Helping you sleep better at night
Lifestyle
Have you considered what would happen if you were unable to work due to an injury or illness? What if we could take that worry away, and make sure that you still had income to pay your mortgage, buy groceries, and get your kids to hockey and piano on time?
Retirement
Let's make sure that you have enough money to live the lifestyle that you want during retirement, investing in a way that reflects your attitude toward risk, and goals for the future.
Then, let’s protect that retirement plan by making sure that a serious illness (such as cancer, or a heart attack) doesn’t drain your resources.
Then, let’s protect that retirement plan by making sure that a serious illness (such as cancer, or a heart attack) doesn’t drain your resources.
Family
What if something were to happen to you? What if you weren’t around to take care of your family? While they are grieving, they also now have to find a way to fill the income gap.
Business
Are you afraid of losing your best employees? Or paying too much to the CRA unnecessarily? What would happen to the company if you lost your best salesperson? We can work with you to find strategies to help alleviate all of these concerns.
A Will
While we do not provide will-writing services, depending on your circumstances, we will recommend a professional or a service that can help you create your will. Make sure your money goes where YOU want it to go.
Our partners
Beyond our corporate partners, who provide us with the product and service that we provide to you directly, we also partner with a number of industries that speak the same language.
We are pleased to recommend The Incredible Boris, who has agreed to provide my clients with a meditation/hypnosis tool to further our goal of helping you sleep at night. I highly recommend the Incredible Boris as a motivational speaker at large group events. Having seen him myself a number of times, I can recommend him with confidence.
Additionally, we have a number of professionals that we are comfortable recommending, having used their services and received positive feedback from a number of clients, including:
- Lawyers
- Accountants
- Property and Casualty Insurance Brokers
- Physiotherapists
- Interior Designers
- Mortgage Brokers
- Real Estate Brokers
- Subtle Energy Healer
- Hypnotists
- Corporate Motivational Speakers
So please let us know what you need, and we’ll be happy to connect you to the right professional.