facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause



Services & Solutions you can count on.


Providing the value of advice

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify investing, giving you added confidence in your financial decisions. 


Estate & Financial Planning

Take steps to protect, save and grow your wealth. You’ve worked hard to build significant assets for yourself and your family — assets you want to protect, grow and pass on. We can help you:

  • Manage your banking and investments with personalized services tailored to your needs
  • Take an integrated approach with teams of financial planning, tax, estate, accounting and legal experts working for you
  • Develop and implement wealth management strategies based on your goals

Insurance Solutions

Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses.  With the right Insurance solutions, you can protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.  We can provide educated advice and expertise in:

  • Health Insurance
  • Life Insurance
  • Travel Insurance
  • Critical Illness
  • Disability
  • Long-term Care

Investment Solutions

We understand that the decisions made in investment planning and investment strategies will have a direct impact on your financial future. For this reason, we are committed to providing the most comprehensive investment solutions. Whether you’re investing for the long term, or saving for something special, our creative team will build the investment plan that works for you.

Owning the right investments may make the difference between financial success or failure. You can have peace of mind in knowing you’re working with an independent advisor who has not only taken the time to understand your situation, but can also access the appropriate product(s) in crafting your personalized solution.

See our investment products and services


Business Owners and Professionals

Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs.  Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness.

We work in partnership with your accountant and lawyer to help you manage these specific business-oriented events. Our goal is to provide solutions that are specific to the needs of your business or professional practice.

  • Group Benefits & Group Retirement
  • Group Pension
  • Buy-Sell Insurance for Partners
  • Individual Pension Plans
  • Key-man Insurance
  • Tax Sheltering Corporate Retained Earnings
  • Creditor Proofing 
  • Succession Planning Advice
  • Investing Inactive Corporate Assets