Services
Our comprehensive range of services includes personalized plans for individuals and a suite of services for corporate needs.
Personal Plans
We understand that each person’s financial journey is unique, and our commitment is to create a financial plan that aligns seamlessly with your goals—whether they involve education, retirement, wealth preservation, or other specific objectives.
Investments and Insurance are vital components in fostering financial security and contribute to the realization of your long-term wealth accumulation.
Corporate Plans
Integrating these elements into corporate financial planning can create a well-rounded strategy that both supports the bottom line and cultivates a positive and sustainable work environment for employees.
Personal Plans
PERSONAL PLANS
Investments and Wealth Accumulation
Traditional investments focus primarily on financial returns and risk management. Responsible investments integrate ethical, social, and environmental considerations into the investment decision-making process. The goal is not only to achieve financial returns but also to contribute positively to society and the environment.
Segregated Funds are investment funds structured as insurance contracts, providing both growth potential and principal protection.
Guarantee Investment Certificates (GICs) offer a secure investment with a predetermined rate of return.
Mutual Funds, pool money from various investors to invest in diversified portfolios of stocks, bonds, or other securities.
The aim is to balance risk and reward while aligning these investment options with your financial objectives. Through diligent analysis and personalized guidance, our financial planning endeavours seek to optimize the potential for growth while considering ethical and sustainable considerations—a crucial aspect of responsible investments. This approach reflects our commitment to shaping a comprehensive financial strategy tailored to your unique goals and values.
PERSONAL PLANS
Insurance
Insurance instruments play a pivotal role in safeguarding financial well-being and providing peace of mind in the face of life’s uncertainties.
Life insurance provides a financial safety net by delivering a tax-free lump sum to designated beneficiaries in the unfortunate event of the policyholder’s passing. Annuities, on the other hand, provide a steady stream of income, either for a specified period or the policyholder’s lifetime, serving as a valuable tool for retirement planning.
Disability insurance is designed to mitigate the financial impact of a covered disability that hinders an individual from working and earning income, by paying out a predetermined portion of the insured’s salary or a fixed amount.
Critical illness insurance is a key component that offers financial support upon diagnosis of a severe illness covered by the policy, such as cancer, heart attack, or stroke. This insurance provides a lump sum benefit directly to the policyholder, offering flexibility in managing medical expenses, ongoing care, and other financial needs arising from the critical illness.
Together, these insurance instruments play a pivotal role in safeguarding financial well-being and providing peace of mind in the face of life’s uncertainties.
Corporate Plans
CORPORATE PLANS
Group Insurance / Employee Benefits
Group insurance and employee benefits packages are designed to attract and retain talent while promoting the well-being of the workforce. These plans typically include health insurance, dental coverage, retirement benefits, and more, providing a comprehensive approach to employee welfare.
CORPORATE PLANS
Group Retirement Services
CORPORATE PLANS
Life and Critical Illness Insurance
CORPORATE PLANS
Corporately Held Investments
