• Mutual and Segregated Funds
• Registered Retirement Savings Plans (RRSPs)
• Self-Directed RRSPs
• Group RRSPs
• Pension Plans
• RRSP Loans
• Registered Educational Savings Plans (RESPs)
• Registered Retirement Income Funds (RRIFs)
• Guaranteed Investment Certificates (GICs)
• Mortgage Planning*

Risk Management:

• Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Mortgage Insurance

Tax:

• Personal Income Tax Preparation Service**
• Electronic filing (e-filing) of tax returns**

Estate:

You need to designate a team of professionals to help with your estate planning needs. My role as a financial advisor is to provide direction on various strategies for you to maximize.

Lending Library:

Books, motivational tapes and videos are available for my clients to sign out.

* Mortgage products provided through Dundee Mortgage Services Inc. powered by Invis
** Tax services provided through William Aldous, CGA