Protection from frauds and scams
Little Black Book of Scams
Social Insurance Number
Canada Pension Plan
Old Age Security
Life Long Learning Plan (Withdrawal Request Form)
RSP Home Buyers Plan
Innovation, Science and Economic Development Canada
Business & Industry
Child & Family Benefits
Canadian Consumer Handbook
Nova Scotia Health
New Brunswick Health
BC Ministry of Health
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
Without barely a moment’s thought, you would protect your family from an immediate threat.
Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.
You have worked all your life and saved for retirement. What other planning work could possibly be left?
We serve individuals, families and business in the Ancaster, Burlington, Oakville, Hamilton & Greater Toronto Regions. Our primary goal is to help each client meet their unique financial goals.
Free Intro Call
Meet With Lori
Meet With Ryan
Follow us on social media, interact with us and find out about new events.