What We Do

The Balanced Approach

Allow us to strengthen your financial health. Whether you’re building a business or family, elevating your lifestyle or securing a legacy, our purpose is to help achieve your life goals.

Protection

Safeguarding your income, pension and loved one in case of accidents, illness or premature death.

Wealth Management

Helping you save for retirement, children’s education and manage investment risk.

Tax & Estate Planning

Managing wills, power of attorney, leveraging RRSP to reduce income tax and planning for estate preservation.

Saving & Lending

Helping you build an emergency fund, pay down debt, purchase a home, and save for retirement.

Insurance products, including segregated fund policies, are offered through Financial Health Partners Inc., and Investment Representatives Nicolas Anstis offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.