Creating client relationships that are just as professional as they are personal.

Our Services

Insurance

The foundation of any solid financial plan is built on protection. Look no further for all your risk management needs.

  • Life Insurance

  • Critical Illness Insurance

  • Disability Insurace

  • Health Insurance

  • Travel Insurance

  • Long Term Care Insurance

  • Group Insurance

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Investments

Whether you're just starting out or a seasoned investor, we have the investment solutions you need to move forward with confidence. 

  • RRSP's ,TFSA's, and RRIF's

  • RESP's, and RDSP's

  • Non-Registered Investments

  • Alternative Investments

  • Segregated Funds

  • Individual Pension Plans (IPP)

  • Group Savings

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Retirement

It's never too late to start but it's always too late to wait. Let our tools help you plan to get you from where you are to where you want to go

  • Retirement Calculators

  • Budgeting and Cashflow Analysis

  • Debt Repayment Plans

  • RRSP and Investment Loans

  • Mortgage Referrals

  • Tax and Estate Planning

  • Retirement Income Planning

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Real Estate

Whether you’re looking for one property or to build a portfolio, our experience will set you on the fast track to your real estate goals.

  • Residential Rental Properties

  • Multi-Unit Rental Properties

  • Rent-to-Own Properties

  • Rehabbing and Flipping Properties

  • Investing in the United States

  • Vacation Rental Income Properties

  • Alternative R/E Investments

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See what our amazing clients have to say

We were put in touch with Kim through out Real Estate Agent, and it was one of the best connections we could have made. Kim put us at ease by helping us asses our situation and took the time to explain every little detail to us until we understood. We have been living in our new home for almost a month now, and a lot of it is thanks to Kim and her amazing abilities. Thanks Kim!

Caitlyn Nott Interior Designer

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