Strategic Partners

customplan2

The financial products and services offered by Customplan Financial Advisors Inc are of the highest quality available in today’s marketplace.

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investia2

Investia Financial Services is a mutual fund dealer that offers a complete range of financial products as well as expert advice at your service to help make your retirement projects a reality.

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Playcheque

What ever happened to “happily ever after”?  The Paycheques and Playcheques strategy is a mathematically and scientifically proven approach that will enable you to create a secure retirement, no matter how long you live.

A must-read guide for retirement that is built for uncertain markets like the one we are in right now.

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adamek

Adamek Financial is an employee benefits firm with more than 23 years experience in helping your business run smoothly.  Employee wellness translates into productivity and that, in turn, helps your bottom line.  Working with Tate Financial, they help you choose the benefits that best protect you and your employees.

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rax

Roxwal Lawyers LLP is a boutique, business law firm that specializes in providing its clients with comprehensive, cost effective and practical advice in the areas of corporate and commercial law, secured lending transactions, real estate and development, estate planning and wealth preservation.

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James logo

James Young has been a Chartered Accountant for over 20 years and has operated his own accounting firm for over 10 years, focusing entirely on owner managed businesses (personal and corporate).

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