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Services

Investment Management

Investment management services are offered through Ironwood Securities, a registered tradename of Aligned Capital Partners.  For more information, click here.


Insurance

Critical Illness

Everyone knows someone who has been affected by critical illnesses such as a heart attack, cancer, or a stroke.  This insurance can help you afford the costs that inevitably come with those illnesses.

Disability

In Canada, 1 in 3 people will be disabled for at least 90 days before the age of 65.* Disability insurance helps cover the costs of these unforseen expenses.

Life

Life insurance allows you to care for those that you love once you are gone.  It is a way to have a sense of security in a worst-case scenario.

Long Term Care

This insurance covers the costs of medical services and support required to maintain day-to-day activities, provided you are unable to do so.


Life Planning

Corporate

Corporate structure and planning is important to ensure that you are maximizing the tax efficiency and that you are realizing the maximum value from your business.

Retirement

We work with you to create a dynamic retirement plan so that you can feel at ease as you approach retirement

Tax

We work with you to make sure that you are in the best possible situation on an after tax basis by keeping up to date on current tax laws and implementing strategies throughout the year

Estate Succession

Having a comprehensive plan in place can help reduce uncertainty in trying times and make sure your legacy is directed where you want it to go.


Company Benefit Plans

                Retirement Savings

We can help you implement a comprehensive employee compensation package. 
This company benefit helps retain and attract valuable employees which is an
important asset of any successful business.

Health Benefit Plans

Aside from the traditional insurance company benefit plans there are many unique solutions to truly tailor your employees medical coverage to their needs and not have to worry about past claims history or an increase in premiums.  We work with you to find the best solution for your company.


* CLHIA A guide to disability insurance