Our Products & Services

As Certified Financial Planners, Jennifer & Bill have a common goal of assisting their clients' in the development and the execution of a lifelong financial plan. Plans are executed and maintained through the use of a variety of financial planning and risk management tools.

Planning

Insurance

  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Personal Health Insurance
  • Travel Insurance
  • Group Benefits

Investments

  • GIC's
  • Mutual Funds
  • Guaranteed Income Products / Segregated Funds
  • RRSP's
  • RESP's
  • Non-Registered Accounts
  • Tax Free Savings Accounts
  • Manulife Bank Accounts - Personal & Business