Advising families

We set families up for success and financial security

Life is busy, we get it. At Financial Heights, we’re dedicated to providing sound financial advice and personalized solutions to help simplify the financial planning process and provide peace of mind to our clients. Whether you’re looking to grow, protect, or draw an income from your wealth, we can create and help you implement a comprehensive financial security plan that is tailored specifically for you.

Some aspects of your financial plan may include:

  • RRSPs, TFSAs, Locked-In Retirement Accounts (LIRAs), RRIFs, LIFs
  • Life, Disability, Critical Illness, or Health Insurance
  • A written Retirement Plan, Estate Planning
  • RESPs, RDSPs

For further information on how we can help you so you can enjoy living in the now, please call us or fill out a contact form to have us call you.