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Securing
What You
Value

There are three relationships with money. The first is you working for money (dependence). The second is money at work for you (independence). The third is money at work for others (transcendence). Our goal is to help you develop your vision, test its importance to you, identify your supporting resources, deal with obstacles which prevent you from achieving your vision, and put you in a position to implement the actions required to realize your vision.

The following is an inventory of products and services available to assist you in Securing What You Value.

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Dependence

Financial Dependence:

Survivor income using life insurance
Income replacement for a disability or critical illness
Debt cancellation, including mortgage life insurance
Shareholder buy sell funding
Key person funding
Building and creating liquidity
Health and travel coverage
Retirement saving (registered and tax efficient plans)
TFSA
Education funding (including RESPs)

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Independence

Financial Independence:

Individual Pension Plans (IPP)
Retirement income planning including RRIFs, annuities, and life income benefits (variable annuities)
Executive compensation arrangements
Tax efficient income planning
Leveraged investing strategies
Charitable Gift planning
Business succession planning

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Transcendence

Financial Transcendence: