Perspective Financial
Information Overload? Confused?
Financial situations can appear distorted. We help by adding perspective to your financial situation
ABOUT OUR FIRM
We are a family firm that was founded over 40 years ago by Nelson Hoe. Since then, the firm has grown to include Jonathan Hill and Marc Hoe and has a combined 60 years of experience. Our team approach is designed to provide consistent advice from generation to generation. Our mission is to create a positive impact in the lives of our clients, their families and their businesses.
OUR SERVICES
Insurance Planning
We believe that insurance is not a one size fits all solution. We work to tailor a plan for each individual. While consulting with our clients, we explore the use of Life Insurance (term or permanent), Critical Illness Insurance (term or permanent) as well as Disability Insurance in order to create stability in unstable times.
Investment Services
Our main focus is to help grow our investments in a stable and responsible nature. We believe that the use of segregated funds helps to provide the opportunity for growth in conjunction with added protection and various guarantees.
Small Business Insurance and Retirement Services
Whether a client is self employed or owns a small business, we are able to help strengthen the business. From traditional group insurance to health spending accounts to group retirement savings plans we can help attract and keep valuable employees.