Wealth Management
Protecting the wealth and income that you've worked so hard for needs to be a key aspect of your financial plan.
"
Khari Gaynor
President, Bloomfield Group
Wealth Solutions
Wealth management is not only for the super wealthy. It really doesn't matter how much money you actually have - you still should have a plan. We can help you by advising on how to make tax advantaged money decisions that align with your goals, while giving consideration to your legacy and estate.
Registered
Investments
We have several options to ensure you have the best coverage at the best value when it comes to your cars and properties. This includes your primary home as well as secondary properties such as cottages, and rental properties.
Non-Registered Investments
We'll provide you with a customized solution that will provide you with coverage for all aspects of your business including liability, commercial property, commercial vehicles, and employee benefits.
Loans & Credit
There are so many different types of life and health insurance available in the market. An in depth needs analysis can help create your tailored solution. Whether your needs call for term life or permanent we've got you covered.
Some of Our Trusted Partners
