Services

We help you plan for a secure and comfortable retirement, with strategies designed to maximize your savings and ensure a steady income throughout your retirement years.

Our comprehensive financial planning services cover everything from major purchases to educational funding, ensuring that every aspect of your financial future is well-planned and secure.

Our expert advisors create custom portfolios tailored to your needs, utilizing a wide range of products while considering your tax situation. When necessary, we seek the expertise of our Advanced Wealth Planning Group at Wellington-Altus for more complex tax scenarios.

Our risk management services cover a variety of insurance needs, such as life, critical illness, and corporate insurance, to protect you, your family and your business from unforeseen events.

Our estate planning services will help you organize your affairs, so your assets are distributed according to your wishes, providing peace of mind for you and your loved ones.