• financial services

    financial services

    Protect your Financial Future through Strategic Planning

    Financial Planning

    When you have the right financial plan for your circumstances, you can balance what you need and want today with the personal goals you have for the future. You won’t wonder whether you can afford the vacation or the house or the college tuition – you’ll know. With a sound plan you can take control of your future and achieve your personal objectives.

    Personal Solutions

    Plan for your child’s education, specific purchases or retirement using various investment options, including RRSP’s, RESP’s & TFSA’s. We also can help protect your financial future by finding insurance options to 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 crucial to keeping your business running smoothly. Invest in your businesses’ future and help retain your valuable employees with group health benefits or a group retirement policy. We can also help 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 Rivet Insurance 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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