"I help my clients achieve financial peace of mind and make their financial dreams come true"

-Marian W. Chan, life time member of MDRT

 

iconRISK MANAGEMENT - BUSINESS PLANNING

 

 

  • Key Person Protection
  • Executive Retirement Planning
  • Employee Benefit & Group RRSP
  • Business Continuation & Succession Planning

 

iconRISK MANAGEMENT - INDIVIDUAL PLANNING

 

 

  • Critical Illness
  • Income Protection
  • Disability Insurance
  • Long-Term Care Insurance

 

iconWEALTH MANAGEMENT

 

 

 

  • RRSP
  • RRIF
  • Annuities
  • Pensions
  • Guaranteed Investments Funds

 

iconESTATE PLANNING

 

 

 

  • Wills
  • Trusts
  • Charities
  • Life Insurance

 

 

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