Financial prosperity is no accident. Whatever your current business or personal financial position - working with a financial planning professional can make the difference between surviving and thriving!

We specialize in Financial Planning, Succession Planning, and Wealth Management to the benefit of you and your family into the next generation(s). With over 30 years’ experience and accreditation, we can offer you a plan utilizing different products at our disposal.

Whether you choose:

  • Life, Disability, or Critical Illness Insurance
  • Group Benefit Programs 
  • RRSP, RRIF, RESP, TFSA RDSP or Open savings and investments

Your personalized plan will move you ahead with your financial and life goals.

Get in touch with us!

How can we help?

*Required fields

Latest Blog Posts


Published by Wayne A. Hissa on May 30, 2018

Know someone who is purchasing their first home...or whose mortgage is coming up for renewal? Before you say yes to the bank's "mortgage insurance" there are some things you need to be aware of.  Please...

Face-off! RRSP vs TFSA

Published by Wayne A. Hissa on Aug 24, 2017

  Product Advantages Disadvantages Considerations   Registered Retirement Savings Plan (RRSP) Historically the most popular retirement savings tool Lowers income tax payable (often provides an income ...