Meet Our Team
Craig has over 22 years of experience in the financial services industry during which time he has built up a client base of over 500 clients through his expertise and dedication to all their financial planning needs by utilizing the Total Client Experience program. This commitment to his clients has resulted in Craig continuing to build his successful practice based on the referrals of satisfied customers.
Financial services and products offered include but are not limited to the following:
1. INVESTMENT ADVICE
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RIFs)
- Self Directed Accounts
- Wrap Accounts
2. RETIREMENT AND WEALTH MANAGEMENT PLANNING
3. TAX PLANNING
4. ESTATE & RISK MANAGEMENT
- Critical Illness Insurance
- Guaranteed Investment Funds
- Health and Dental Plans
- Income Replacement Insurance
- Mortgage Insurance
- Out of Country Travel Insurance
- And much more……………
5. CASH AND CREDIT MANAGEMENT SERVICES
- High Yield Savings Accounts
- GIC’s
- Mortgage Brokerage (Residential & Commercial)
- Investment Loans
- Lines of Credit
- RRSP Loans
- And much more……………
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.