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

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

Appointment Only
Appointment Only
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