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Services We Provide

Stone Balancing

Cash Flow

Would you have enough cash saved if your earnings stopped? 


Most Canadians haven’t saved the three to six months’ income experts recommend we set aside for emergencies.  

Income Protection

What would happen if you suffered a significant health event or died? 


Having life, critical illness or disability insurance can help you, or those you choose, to manage your expenses.

Retirement

What will your retirement look like? 


Our advisors will help build a retirement plan that can give you the income you’ll need after you stop working.

Estate Planning

What will happen when you pass away?


We can go through some important considerations with you – like the expenses involved, charitable giving and what you want for your family.

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