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Your and Baby's Healthy Financial Future

We all have financial goals for ourselves and our children. There are many paths you can take to get there. We can show you the short cuts. You will leave our free private sessions or seminars with a clear understanding of the "Financial Priorities Canadian Families Must Have".


Registering your child for an Registered Education Savings Plan (RESP)

Wouldn’t it be nice if your child could start their adult life debt free? The cost of an education is rising; an RESP will take advantage of tax sheltered growth and will also attract the Canada Education Savings Grant (CESG) form the federal Government of up to $7,200.00.


Registered Retirement Savings Plans (RSP)

Retirement seems so far away but by starting early you can ensure that your retirement dreams can be achieved.


Insurance Protection Needs

There are many types of insurance to protect you and your baby; life insurance, additional health, disability, critical care are just a few. At our free private sessions and seminars we can help you choose the right plan for you and your baby.


Emergency Funds

Emergency funds should be available for you and your baby in the event of an unforeseeable expense. There are several options to choose from and we can help you decide which option is best for you at our seminar or private session.
 
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