Services

Individual

I offer a variety of services tailored to individuals. Rather than focusing on just one aspect of a client’s Insurance or Financial Planning needs, I strive to ensure an individual’s entire portfolio is covered! This comprehensive approach includes:

  • Financial Planning
  • Investment Planning
  • Estate Planning
  • Insurance:
    • Life
    • Disability
    • Critical Illness
    • Long-term Care
    • Travel
  • RRSP’s, RRIF’s, RDSP’s & RESP’s
  • TFSA’s
  • And more!

    • For more information on individual services and how you can grow your wealth and enhance protection, contact Walter at Cell 250-341-1524 or Email.

Business

To make sure your business is secured, I offer a vast array of services, for small enterprise to large enterprises. I customize a plan for each client, to ensure the highest level of protection, never simply focusing on a single aspect of Insurance and Financial Planning. My all-encompassing strategy may include:

  • Employee Group
    • Benefits Planning including Pension
  • Employee Group
    • Health and Dental Insurance
  • Business and Estate and Succession Planning
  • Exit Strategies
  • And more!

To start planning the needs of your business or to assess your protection gaps, contact Walter at Cell 250-341-1524 or Email.