With decades of experience, we work hard to assist our clients in building their financial futures. As a brokerage firm we have been providing our clients with group benefit plans, retirement plans and life insurance tailored to their individual and corporate needs. Service has been the key to our success.
Why Choose UsEvery year over 25 million Canadians file a personal income tax return. In the not-so-distant past, the majority of tax returns were filed manually, which required tax payers to complete the paper forms, assemble the package, attach receipts and mail the return to the Canada Revenue Agency (CRA).
Read MorePension income splitting is a highly valuable element of retirement planning because it offers retirees an opportunity to increase overall family after-tax income through a reduction of the combined income tax liability.
Read MoreThe average tuition fee for undergraduate programs in Canada reached $5,772 for the 2013-2014 school year. These newly released statistics suggest that Canadians planning for their children's future education need to continually review their savings plans in order to meet the ever-increasing cost of a financially secure future.