We are a holistic Financial Services firm based in downtown Duncan. With a focus on Financial planning and doing quality thorough work. We offer financial planning services as well as:Life InsuranceDisability InsuranceMedical and Dental InsuranceCritical Illness InsuranceLong Term Care InsuranceEmployee Benefits and Group PlansWe offer mutual funds, GICs, Segregated Funds, and Annuities. The types of accounts we are able to assist you with your investments including:RRSPs – Registered Retirement Savings PlansTFSAs – Tax free Savings AccountsRESPs – Registered Education Savings PlansRDSPs – Registered Disability Savings PlansNon-register or Open AccountsCorporate InvestingPension Plans