Process Cycle

Smart and effective
business solutions

2010

Business founded
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2012

Build new office
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One financial plan that encapsulates the entire picture.

Insurance Solutions

Term Life Insurance Permanent Life Insurance Universal Life Insurance Critical Illness Disability Insurance Health & Dental

Business Insurance Solutions

Business Overhead Expense Insurance Key Person Insurance Buy/Sell Agreements Loan Coverage Group Insurance

Insurance Investment Account Types

Non-registered Tax Free Savings (TFSA) First Home Savings (FHSA) Registered Retirement Savings Plan (RRSP) Registered Retirement Income Fund (RRIF) Corporate Accounts

Insurance Investments

Segregated Funds High Interest

Securities & Investments

Account Types

Non-registered (cash) TFSA Margin RRSP RRIF LIRA LRSP LIF RDSP FHSA Pension Accounts RESP Corporate Accounts Employee group savings Donor-advised funds (DAF) Trust accounts

Managed Accounts

SMA Accounts Informal trust accounts Power of Attorney Charitable Accounts IPP Accounts

Access to Professional Managers

Investment Types

Fixed Rate Preferreds Floating Rate Preferreds Rate Reset Preferreds Perpetual Preferreds Convertible Preferreds Cumulative Preferreds ETF-of-ETFs Private Equity Fund of Funds Environmental and ESG Investments Real Estate Bitcoin Funds Index Funds