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Details & Description

Member Of

  • CIFP (Canadian Institute Of Financial Planning),
  • Greater Dufferin Area Chamber Of Commerce,

Products and Services

  • Retirement Planning,
  • Life Insurance,
  • Critical Illness Insurance,
  • Disability Insurance,
  • Health & Travel Insurance,
  • Permanent Insurance,
    • Term Insurance,
    • Pre-Paid Permanent Insurance,
    • Long Term Care Insurance,
    • Health & Dental Insurance,
    • RRSP's,
    • Tax Free Savings Accounts (TFSA),
    • Pension Plans,
    • Estate Planning,
    • Women In Business,
    • Inheritance Planning,
    • Divorce Recovery,
    • Financial Coaching,
    • The Single, Smart & Fabulous Plan,
  • more...
  • less...

Brands Carried

  • Manulife,
  • Canada Life,
  • BMO,
  • Desjardins,
  • Great West Life,

Specialties

  • Financial Planning,
  • Insurance Broker,

Languages Spoken

  • English,
Location
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
Appointment Only
Appointment Only
Verify with Merchant

Methods of Payment:

  • Please Inquire

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