Call us Today: (905) 841-9696

Because retirement
is
your time
to flourish!

SUCCESSFUL RETIREMENT PLANNING TO LIVE YOUR BEST LIFE

Continue enjoying your standard of life even in retirement - we have the experience & the tools.

We help you work out a plan that uses your resources effectively to meet your goals, enjoy life and plan for your best future.

Helping you plan for your future

Helping you create a retirement strategy that is unique to your needs, goals, and resources. We help you create a plan that is flexible and adaptable to unexpected life events.

 

Our Proven 3-Step Approach Makes it Easy

A successful and happy retirement can be achieved with proper planning. We work with you through each stage to build a workable plan for your future

 

Resources & Coverage to Match Your Needs

From flexible health & dental plans, to multi-trip travel insurance and high interest savings & GICs. We provide resources and tools to meet your retirement needs

 

Get started today on planning your best life!

The first step is to get in touch for a personalized planning consultation.

Call us at 905-841-9696 or complete our handy online booking form. We'd love to chat and see how we can help.

Blog Highlights

Information for those who want to achieve a retirement life with no compromise.

Are GIC's Worth It?

Should we change the word “retirement”?

Financing Your Future Health Care

GIC RATES

Secure | Guaranteed |
Convenient | Flexible
1 year
2.280%
2 year
2.520%
3 year
2.700%
4 year
2.620%
 
5 year
2.900%
Rates can change daily!