Help plan for a secure financial future. Our CFPs will create a plan suited to your needs and goals. Whether you’re planning for your children’s futures, your own retirement, estate planning or anything in between, we’re here to help you make sound financial decisions through every step of life. We offer a variety of investment options such as TFSA, RRSP, RRIF, RESP and will build a custom portfolio to suite your needs.
Insurance is an important part of any financial plan and we offer a full range of insurance products to meet your needs. Being Insurance brokers, we quote from all of the top rated Insurance Companies passing down the savings directly to the client. From life to disability to travel insurance, we can customize a plan that’s right for you. Contact us for a free quote.
When looking for tax guidance, you can turn to us for all your Individual and Business tax preparation services. We have a wealth of tax planning experience and offer advice on what choices make the most financial sense. With the ever changing tax laws and regulations we continue to educate ourselves and know how to coordinate tax planning strategies that will help reduce tax liabilities.
Why Choose Us
- Personal approach to your finances
- Over 19 years of industry experience
- Friendly & knowledgeable service
What Client’s Say
We have know Derek for over 16 years now and we could not be happier with the Financial Services he has provided for us. When we started as clients, we were very inexperienced in regards to Financial Planning and investing our money. From our first meeting it was apparent that Derek was extremely knowledgeable in the Financial world and was focused on making us happy. He is very trustworthy and professional in all aspects of his work. When coming in for a meeting, regardless of the reason, Derek has always made us feel comfortable and at ease.
I have been working with Derek for only a few months now. The ideas and concepts that he has introduced, along with the strategic planning have accomplished more in this short time than over the many years with my previous adviser.
Mutual Funds provided by Equity Associates Inc.