01. Financial Planning

We provide professional financial planning and advice to help you reach your financial goals. Our experienced financial advisor, Diane Nicholson Chennette, CHS, has been helping clients since 1996. With her expertise and knowledge, she can help you create a financial plan that is tailored to your individual needs. 

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02. Health Insurance Solutions

We also provide health insurance solutions for businesses in Trent Hills and throughout Ontario. Our experienced health insurance advisor, Diane Nicholson Chennette, CHS, can help you find the right plan for your business. Whether you're looking for disability plans or employer group benefits, we can help you find the right plan for your business.

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03. Estate and Retirement Planning

We also provide estate planning and retirement planning services to help you plan for the future. Dianne Nicholson Chennette, CHS can help you create a plan that will ensure your family is taken care of after you're gone. We can also help you plan for retirement, so you can enjoy your golden years in comfort and security. 

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Insurance Products

Retirement and investment products

 For Limited Fees and Interest on your Chequing  Account Through Manulife Bank.

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Blogs

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.