Bonnie Morgan-Hamm CFP FMA CHS
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Each stage of your life will have different needs. It's important to have the right thing in place at the right times. Let's talk about your plans. Our customized products and services include: Estate & Financial Planning; Mutual Funds; Segregated Funds; TFSAs; RRSPs; RESPs; GICs; RRIFs; Payout annuities; Life Insurance; Disability Insurance; Critical Illness Insurance; Personal Health Insurance; Employee benefits & group insurance; Group RRSPs more... See more text

Products and Services

  • Mutual Funds,
  • Investment Advice,
  • Segregated Mutual Funds,
  • Life Insurance,
  • Employee Benefits,
  • Financial Planning,
    • Certified Financial Planner,
    • Investment Planning,
    • Protection Planning,
    • Permanent Life Insurance,
    • GIC,
    • Annuities,
    • Critical Illness Insurance,
    • Personal Health Insurance,
    • RRSP,
    • RRIF,
    • RESP,
    • RDSP,
    • Group RRSP And Pension Plan,
    • Estate And Financial Planning,
  • more...
  • less...
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Opening Hours *Holiday hours

Appointment Only
Appointment Only
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