Services | Financial Wellness B
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What do we offer?

Protection Plan

Protection Plans

  • Life Insurance 

  • Home and Auto Insurance

  • Home Security

  • Prepaid Legal Services

  • Lifestyle Protection Plans

  • Heath and Dental

  • Travel Insurance

  • Disability Insurance

  • Critical Illness

Investments and Savings

  • Registered Retirement Savings Plan

  • Registered Education Savings Plans

  • Tax-Free Savings Account

  • Registered Disability Savings Plan

  •  Locked-in Retirement Account

  • Emergency savings plans

Investments

Financial Assessment

  • Complementary Financial Needs Analysis

  • Budgeting

  • Personal Workshop

  • Tax Saving Strategies

Financia Planning

Debt Solutions

  • Credit Counseling

  • Debt Management

  • Mortgage Financing 

  • RRSP Loans

Debt Solutions
Group Benefits
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