The key to sustained wealth is first growing – and then protecting – your nest egg. Remember to maintain a long-term focus with your plan. You can’t expect to anticipate every curve in the road, but you can be prepared to adjust your plan when necessary. Planning your personal finances is not a single event but a journey that may cover many years.


If you’re a business owner, there are other important considerations to be aware of to make sure your business is adequately protected today and tomorrow. There are many situations where life insurance can provide for the needs of a business following an individual’s death, such as providing funds to complete a business transaction, provide risk protection, or to fulfill another funding need.


Fortunately, many vehicles exist to provide income for an unplanned event such as unemployment, premature death, prolonged disability, critical illness or the need for long term care. Our team can help you in determining the right insurance product to protect you, your family and your business.


Products and Services


  • Family Financial Planning
  • Investment Planning
  • Retirement & Estate Planning
  • Business Succession Planning
  • Personal/Corporate Tax Deferral
  • Arm's-Length Referrals to Legal Professionals
  • Arm's-Length Referrals to Accounting Professionals
  • GICs, Deposits
  • Segregated Funds
  • RRSPs, RRIFs, RESPs*
  • Tax Free Savings Account (TFSA)*
  • Mutual Funds*

* Products offered by Aligned Capital Partners Inc.



492 Victoria Street
Prince George, BC
V2L 2J7
Phone: 250.564.7484
Toll Free: 1.888.564.7484
Fax: 250.564.7490