Planning for tomorrow starts today.

One of the best ways to ensure that decisions you make today will meet your financial goals tomorrow, is to consult with an experienced financial professional. We can assist you create a customized financial security plan to help achieve your goals.

    I also have the ability to connect you with a team of specialists including chartered accountants, tax lawyers, and business consultants who can provide additional support and advice.

    -- Gordon He, CFP, www.gordonhe.ca

    For Business

    You’ve worked hard to build your business; we want to help you protect it. Whether starting a new venture or maintaining a successful one, we can always help you address your needs.

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    For Individual

    A carefully created plan can help you maximize your savings, buy your dream boat, or take the trip you’ve always wanted, and at the same time protect you and your family’s financial future.

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    Products and services summary:

    Mutual
    funds

    Segregated fund policies

    Guaranteed interest
    options

    Annuities

    Individual and group life
    insurance

    Disability
    insurance

    Critical illness
    insurance

    Health and dental
    insurance

    Banking Products

    Mortgage

    Investment
    Loan

    Employee benefit plan

    Overhead expenses plan

    Risk
    Management

    Retirement Planning

    Investment Planning

    Estate Planning

    Business continuity
    planning