Selected Services

We will continually evaluate your needs to serve you best.
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Your financial future is only as healthy as the sum of its parts.
The Comprehensive Financial Planning group offers complete financial solutions for every stage of life, while keeping your goals for the future within reach.

Our Services

Financial Planning

  • Financial Plan
  • Retirement Projection
  • Income Diversification Plan

Banking

  • Debt Reduction
  • Leverage
  • Mortgages
  • GIC’s

Risk Management

  • Life Insurance
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Mortgage Insurance

Investment

For Investment Management services, please visit www.bellvest.ca

Estate Planning

  • Inter Generational Transfer
  • Wills
  • Trusts
  • Power of Attorney
  • Charitable Giving
  • Guaranteed Funds

Tax Planning

  • RSP’s
  • RIF’s
  • Tax Free Savings Account
  • Corporate Class Investing

Business Owner Considerations

  • Individual Pension Plans
  • Buy/Sell Insurance
  • Group Benefit Plan
  • Group RSP’s
  • Business Tax Planning
  • Business Succession Planning

Education Funding

  • RESP’s
  • Trusts

We will continually evaluate your needs to serve you best. If you have questions about any of these or other services, please contact us at any time.

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