Estate Planning & Settlements
Professional services to assist you in both Estate Planning or Settlement.
Life Insurance & Living Benefits
We will get you the best return on investment for your hard earned dollars.
Guaranteed Investments & Income Plans
We believe in good, old-fashioned, friendly and efficient service.
Income Tax & CPP and OAS Benefit Guidance
Our tax service is geared to the specific needs of retirees and seniors.
Talk to an Expert
We’d love to answer them!
Schedule an appointment with one of our team members, or contact us with the info below!
300 Terry Fox Dr Suite 1000,
Kanata, ON K2K 0E3
TWO LOCATIONS TO SERVE YOU
300 Terry Fox Dr Suite 1000
304 Colonnade Drive
Kemptville, ON K0G 1J0
Monday to Friday: 9:30 AM – 4:00 PM
Due to COVID we are working by appointment only (no walk-ins please).
We offer in-person, phone, and video appointments.
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