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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First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...