• financial services

    financial services

    Invest in your Financial Future with Strategic Planning

    Financial Planning

    Having the right financial plan allows you to balance what you need and want today with your personal goals for the future. You won’t need to worry whether you can afford the vacation, house or college tuition – you’ll know you can. Let us help you build solid financial strategy to take control of your future.

    Personal Solutions

    We have various investment options, including RRSP’s, RESP’s & TFSA’s to help you plan for your child’s education, specific purchases or retirement. We can also prevent financial loss through insurance options that protect you and your loved ones in case of the unexpected; such as life, critical illness, long term care, disability or health and dental insurance.

    Business Solutions

    Your employees are a key part of your businesses’ success. Choose group health benefits or a group retirement policy to invest in your businesses’ future and retain valuable employees. We are also able to protect you, as the owner, partner or shareholder, with a buy/sell or key man insurance solutions.

    Meet Mike Lapointe, CFP, CAIB - Your Financial Advisor

    A Tench-MacDiarmid Advisor & Broker since 2010 and CERTIFIED FINANCIAL PLANNER,©  Mike has the knowledge and expertise to help you achieve your financial goals.

    Working with Mike you will have an advisor who cares about your future and will listen attentively to create tailored solutions based on your needs and current situation. His attention to detail and prompt, professional service are appreciated by his clients. Mike also holds the Canadian Accredited Insurance Broker designation and is licensed to manage mutual funds and life insurance products.

    Away from the business, Mike volunteers his time with the Cadets Canada program as an instructor and Officer within the Cadet Instructor Cadre, a reserve unit of the Canadian Forces. He has been with the program for over twelve years and holds the rank of Captain.

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