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