Our Financial Services

Why purchase life insurance? It's the ONLY financial instrument which delivers money into the household after you pass.  Debt is a killer; we provide the funds to eliminate debt and replace income...

Having the right investment mix is crucial when structuring your long-term portfolio. It's important to mention; a risk assessment is critical before you invest your first dollar...

Can we afford to generate zero income during a short or long term disability? 

We can provide you with 50%; 60% to a max of 67% of your income; while you recover...

You've had a heart attack; you're alive; you're not disabled; but cannot go back to work or face people; what do you do?

Let us provide you with enough money to 'survive' a critical illness

Do you know the Canadian Government will top up your RESP contributions? Think about it; you will generate a rate of return of 20% year after year;  as you continue contributing to your children's education

I have access to elite GTA and Durham Region Mortgage Brokerages; feel free to ask me for a referral...

I decided to 'park' my mortgage licence for 1 year; focus on my core; Wealth Management and if the need arises, will simply activate my licence...

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RRLS is an All-Inclusive Income & Retirement Strategy for Canadian retirees.

We can provide income; reduce debts; provide early gifting to adult children...plus, so much more...

Great; you own you home with the help of a 25 or 30 year mortgage. Can you afford to die? In all seriousness; only 13% of Canadians own enough life insurance to pay off debts like your mortgage...

Our goal is to reduce your mortgage interest; instead of your money going down the drain; you apply it to reducing the interest; allowing you with proper planning to own 2 homes; not only 1

Our proprietary software will create a 2nd amortization schedule and provide you with the formula to be mortgage free in as little as 12 years...

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Designed for Canadian earning over $250,000 and have maximized all their deductions including topping up your RRSP's. We can set up a structure in which you can contribute as much as you want. Think of this product as an unlimited RRSP...

Work with us and you can defer accessing your pension; CPP and OAS...why?

Maybe the markets down and your funds have not yet recovered. Never be in a corner to initiate a fire sale of your retirement assets just to produce income.

As per CPP you can receive 42% more and with OAS 30% more; ask me how...

Let us show you how to access tax free money while your portfolio recovers...