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Our clients require advice that looks at their complete financial picture including risk and tax deferral opportunities.  Life insurance is a core component of proper strategic and financial planning by providing:
 

Liquidity

Tax deferral opportunities

Tax efficient transfer of wealth to the next generation

Buy/sell shareholder and partnership agreement funding

Key person insurance

Income replacement for family needs

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Investment Representatives for

Quadrus Investment Services Ltd.

Mortgage referrals and insurance products, including segregated fund policies are offered through Park Place Financial Ltd., and Investment Representatives  Mike D’Alessandro and Darrell Wade, Jason Begg, Scott Willman and Dylan Wade offer mutual funds through Quadrus Investment Services Ltd.

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