Financial Services | Life & Disability Insurance, Financial Planning Barrie, Toronto & Thornhill

Services

Insurance

Protecting wealth is a core piece of the financial planning puzzle.

Your insurance needs will fluctuate throughout your life. There is a lot of great insurance solutions out there, and we are happy to be able to shop the whole market for you and stay with you for a long time to address your changing needs.We hear far to often that people never hear from their insurance agent after the policy is delivered.Your family, business, career, is very unique to you, and we will help you find out which solution works best for you.No one insurance company is the best. We have a ton of great insurance companies and products in Canada, and we want to help find which product and which company suit your individual needs.Insurance products are provided through Bridgeforce.

Investments

Wealth accumulation, protection and managing tax are an important part of building a secure financial future.

We do not believe in taking a pre packaged investment solution for our clients.Your life is way to unique for that. We develop investment strategies that make sense for you and your family now, and in to the future.We provide professional investment solutions managed by the brightest minds in the investment business.We have different stages in our life, and your wealth will need to be managed differently through these periods, this is why its so important that our service with clients lasts forever.Everyone is differen. You may want investments with guarantees, investments that react differently than the stock and bond markets, or investments that offer special tax treatments. We have the ability to offer anything that will help our clients build wealth.

Benefits

When it comes to employee benefits either health and dental or retirement we want to make sure you get full value.

We believe that education and extra financial planning services are equally or more important than the plan itself.We have found in the past that few employees really understand how lucky they are to have the benefit plan.We have created the Infinite Employee Care package to help you go the extra mile, and ensure your employees are thankful for you helping them protect and grow their wealth.We strive to make benefits as simple as possible for your human resources department, and act as a part of your PR staff.

Creative Planning

The financial plan ties it all together.

Planning is at the root of any financial decision. As Financial Planners, we incorporate "the big picture" in any decision or recommendations we make for clients. The first step in our process involves gathering peoples relevant financial data, and understanding their goals and concerns. Once we know these details it allows us to implement strategies that make sense.Some of the plans we have experience in building are the following - Comprehensive Financial Plans, Retirement Income Plans, Business Succession Plans, Debt & Cash Flow Management Plans, Tax Reduction Plans and Estate Plans.

Dont Forget These Two Simple Steps When Estate Planning

Published on - May 11th, 2015

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

How to Save the Family Cottage

Published on - November 20th, 2014

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...