Here are some handy links for clients.
Investments
WealthBar – Low Cost investments, convenience of online access, performance and the benefit of financial advice. Get more return with greater transparency for your money.
Financial Planning
RazorPlan – Free Financial planning tool that will give you a quick idea of your retirement readiness in an easy one-pager. It then allows you to share the information with me and continue the planning and implementation.
Travel Insurance
GMS TravelStar – Great for stand-alone travel or Annual and snowbird plans.
Immigrant and Visitors to Canada plans by GMS – Insurance for non-Canadians visiting
Individual Health Plans
GMS Health Insurance – The best plan for stand-alone health benefits and individuals with pre-existing prescriptions.
Blue Cross – Link Coming Soon – The market leader for individual Health and Dental in Atlantic Canada. Contact Dean directly for details.