We're more than just an insurance broker - we also have highly trained financial planning professionals who can help you plan (and protect) your financial security at any stage of your life.

Financial planning is for everyone; from students to seniors. We can tell you where and how to best use the money you have; for instance, investing in RSPs might not be right for you. (Goes against the common wisdom you hear all the time, doesn't it?)  But everyone has different financial circumstances and goals.

At Erb and Erb, our professionals understand that finances are an emotional topic for many. We listen to what your hopes and plans for the future are and together we get a good understanding of what your current financial situation looks like. It could be great, it could average or it could use some definite guidance to get you back on track. We are here to help.

When we have a thorough understanding of your unique needs and financial position, we will recommend a "doable" financial plan that makes sense for you, now and in the future.

Our Personal Life and Investment Services including the following: