We don’t only call Rob when we need insurance or investment help; we view him as a partner in all our major financial decisions.”
— J Booth - Client for 6 years

We offer a variety of competitive investment strategies including ETF providers. We partner with the top investment companies in Canada and specialize in segregated funds. Building wealth takes time; we will work with you to define the asset allocation and the desired risk to build up a portfolio that fulfills your ultimate goals. We are happy to help you set up and maintain your RRSPs, TFSAs and other important savings vehicles. We also offer the following strategies:

 

annuities

There are various kinds of  annuities and trying to navigate the in's and out's  without an annuity expert can prove difficult. In his book, Rob and his co-authors argue that you cannot retire properly without a lifetime income annuity. Essentially, this type of annuity is a guaranteed paycheque for life!

 

MORTGAGE FREEDOM PLAN

We'd  love  to  show  you  how  to  pay  your  mortgage  off  faster  without changing  your monthly payments.  The  mortgage  freedom plan  is  a program that  we  have been using  with some of our clients  for over 10 years with great success. Typically, the plan will reduce the mortgage amortization by  3 or 4 years,  saving you thousands and  allowing you  to accumulate  additional non-registered assets.  This  concept  is ideal if you have at least 40% equity in your home.  Example:  if your home is valued at $800K with a current mortgage of $420K.  Let us show you how the program works and give you a comparison of your current plan versus the mortgage freedom plan.