Services

You work hard for your money, but is your money working hard for you? Let us help you by making sure that your money is always growing towards your ultimate goal. Whether it's applying the basics of budgeting, building towards the down payment on a home, or planning for a comfortable retirement, we are here to help you reach your destination, being there with you every step of the way. 

Insurance may not be the most glamorous concept in the world, but it is one of the most necessary. Who are the most important people in your life? It could be your parents, your siblings, your spouse, or your children. Whomever they may be, you can ensure that they'll be financially secure in the future. Of course, don't forget about yourself. You are the most valuable asset. Have you protected your income yet? We would love to help you do just that! 

To own a home is the dream of many. Why let your dreams be dreams? Let us help you make homeownership a reality. We will be there to help you work out the details about things such as amortization, renewal terms, prime rates, payment schedule, so you can focus on finding your new home.

What is your most valuable asset? Is it your car? Your home? Your investments? The truth is, your most valuable asset is you. More specifically, it's your ability to earn income. People spend money to protect their vehicles, their homes, even their iPhones. But have you invested money into protecting your earning potential in case you become sick or disabled? Talk to us and learn about how to protect your most valuable asset: You. 

Where do you want to retire? What do you want your retirement to look like? We know that whatever options you're considering, with the proper planning, you'll have the most freedom. Maybe you'd like to live at home with your family, or maybe you'd like to live in a group home with friends. Or perhaps, you want to retire on a cruise ship and sail around the world for months at a time. With the proper planning, the choice is all yours. Let us help you get there. 

As the owner of a home in BC, you've been paying property taxes diligently, every year when the notice comes. And after you pay the taxes, you wait, diligently as before, to pay your taxes when the next notice comes. What do you get in return for this money? Did you know that this same amount of money you're paying towards the city can turn into something much greater? We would love to show you the property tax deferment program, which will help you maximize every single dollar you have. 

Something often overlooked when it comes to building a financial plan is one's will and estate. This becomes one of the top priorities when it comes to families with children. A well-written will can help a family in many ways in a time of grief. It can help reduce confusion, take away uncertainty, ensure proper financial support, and most importantly, it carries out the person's wishes. Make sure you have a will in place so that even in the worst-case scenario, your family will be taken care of. 

Do you or someone you know have a disability that affects their daily life?  As a Canadian living with a disability, you may be eligible for the Disability Tax Credit through the Federal Government.  We help those individuals and their families through the sometimes complicated application process.  It is our passion, as well as our give back to the community. 

Are you planning a trip?  Are you a visitor planning to visit Canada? We have you covered.  Travel insurance is important to help protect you and your family.  Get your coverage for an unforeseen medical emergency during a trip or an unexpected reason to cancel or interrupt a trip.

The greatest Wealth is Health.  Design your own plan to fit your specific needs.

Coverage for individuals and families. Beneficial for those that are self-employed or those whose group benefits have been terminated.