Individual

Individual

We offer a variety of services tailored to individuals. But instead of focusing on just one aspect of a client’s Insurance and Financial Planning needs, we can help make each individual’s entire portfolio is covered.

  • 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

For more information on individual services, contact Walter at Cell 250-426-0887 or Email