Our next Seminar is on October 26!

Your Financial Guides

Financial Growth Strategies

Dividend-Paying Whole Life Insurance

Dividend-Paying Whole Life Insurance is one of the most powerful savings and tax savings strategy. A properly structured policy offers a guaranteed death benefit and savings account that grows annually while your premiums stay level. This wealth building strategy will likely pay out dividends on an annual basis as well. Using this strategy keeps your money out of risky markets, guaranteeing you safe and stable growth. It acts like a TFSA but with many additional benefits. 

Professionally Managed Money (Portfolio Managers)

Investing with portfolio managers gives you access to alternative asset classes, specialized money managers, and preferred investments not generally available to the investing public. Professionally managed money has long been used by corporations, trusts, endowments, pension plans and high net worth investors. 

We would love to give you access some of these Portfolio Managers, helping you reach your long-term goals with less risk and volatility. 

These opportunities are eligible for cash investments, RRSP's, TFSA's, RIF's, LIRA's and transferring existing accounts into these investments is a straight forward process. 


If you have any questions or would like more information on these and other wealth building strategies, we would love to chat.