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Our Partners

Investing

Are you on track to achieve your goal of a work-optional lifestyle, early retirement, your children’s education or starting a business?  Let’s pop the hood and take a look.

We offer a no obligation review of your investments to ensure you are on track. As an independent practice, we deliver results by ensuring your goals, risk tolerance and values are aligned with best-in-class convention and sustainable investments to get results.  

As social and environmental risks increase, managing these risks is critical to achieve results.  As a leader in Sustainable Investing, we offer clients leading sustainable, responsible investment solutions.  Sustainable Investing strategies provide investors an opportunity to combine strong financial performance with reduced Environmental, Social and Governance [ESG] risks.  As one of the fastest growing investment categories, Sustainable Investing now represent more than 20% of all assets under management in Canada.  Top performing Sustainable Investing solutions are available in every asset category – providing investors with different goals an opportunity to incorporate sustainability strategies into their portfolio.  As a member of the Responsible Investment Association, we work directly with leading Sustainable Investment providers to offer clients expert advice and relevant information.

Insurance

The future is uncertain – we help protect you, your family and your business in the event of the unexpected like an accident or illness.

Insurance is designed to deliver financial help when you need it most by offer income continuity.  As an independent practice, we have partnered with leading insurance providers to offer life, disability, health, critical illness and business overhead insurance solutions.  Our no obligation insurance review will ensure have the right amount of coverage, the right type at the best value.

Insurance can also be used as a tax-efficient wealth strategy.  Permanent, whole-life or universal life insurance and/or critical illness solutions can be part of a comprehensive wealth strategy.

Planning

Ensuring the future of your family or your business is secure is one of your most important responsibilities.

Our 360° Impact™ approach is designed to put all the pieces of your financial puzzle together. Retirement, education, estate and business succession planning requires careful preparation, access to expert advice and the right financial tools. Put our experience to work for you to identify tax efficient strategies for building and protecting wealth and passing it from one generation to the next. Effective estate planning can help to reduce or eliminate estate taxes when assets transfer from one generation to the next – including family businesses.  

Group

Attracting and retaining top talent requires the right group benefits solutions – partnering with us means you have access to the best solutions and a team of experts.

We believe our clients should make an informed decision about their group benefits plan. That's why we have carefully selected employee benefits solutions that include Blue Cross, Sunlife, Manulife, Maximum Benefit and the Chambers Plan – Canada’s #1 Employee Benefits program.  By partnering with us, our clients save time and money and achieve a tailored benefits program to fit their changing needs.  Our group benefits solutions deliver affordability, guaranteed rate stability as well as unique features designed specifically for entrepreneurs like the Guaranteed Retiree Plan to deliver guaranteed lifetime coverage in retirement.

Through a group benefits plan, you can offer your employees the following:

  • Life Insurance

  • Accidental Death & Dismemberment

  • Dependent Life Insurance

  • Weekly Indemnity

  • Long-term Disability

  • Extended Health Care

  • Dental

  • Critical Illness

  • Employee Assistance Program

Group Retirement Savings Plans

Are you looking to offer your employees the peace of mind that comes from knowing every month they are    building their retirement?

 

We can help. At no cost to you the employer, unless you choose to contribute, a group savings plan is a convenient, flexible and an affordable way to help your employees reach their long-term financial goals.

77 Germain Street Suite 201, Saint John, NB E2L 2E8

1-877-309-7634

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Our investment and our insurance partners.