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SERVICES

If you are like many of our clients, you are busy managing your career or business as well as looking after your family and possibly helping with local community initiatives. 

It’s important to have a financial expert in your corner and access to effective tools “under your hat” so you feel like your future is well looked after.

We are your solution providers. Our main objective is to help businesses and families build financial freedom, security for the future and preparation for the unexpected. We do this with a wide range of services and strategies.


For Individuals

  • Financial Planning 
  • Retirement Planning 
  • Investment Tax Minimization
  • Estate Planning Cross Border
  • Portfolio Analysis
  • Insurance Analysis

For Corporate

  • Risk Management
  • Group Benefits
  • Pensions Solutions
  • Employer Solutions


For more information on our services and products, please contact us.

The Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.

Use Manulife's NaviPlan tool to learn more.

Learn More

The Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

Use Manulife's NaviPlan tool to learn more.

Learn More

The Education Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?

Use Manulife's NaviPlan tool to learn more.

Learn More

Topline Financial Advisors

Welcome to Topline Financial Advisors, we're here to help!

Our firm can be compensated in three different formats depending on the services we provide to you:

  • A fee for service based on a percentage of assets we manage for you
  • A rate schedule for financial planning services
  • In some instances, financial institutions compensate us for implementing client solutions, like life insurance, through their company.

In every situation, we take the time to fully explain exactly how we are paid. We would be happy to discuss with you further.

It is never too early or too late to formulate a plan. You have a better chance of reaching your goals (be they education planning, budgeting, major purchase planning or retirement/estate planning, etc.) by formulating and implementing a strategy.

The answer to this can be different for each individual. Factors such as current and future income sources and levels, marginal income tax rates now and at time of withdrawal, objective/timeframe for use of the investment and other factors, the answer could be RRSP, TFSA or in some cases, both.