Our Mission:

Your freedom & security.

We provide customized financial planning and insurance services for Canadians who want to enjoy life now, and look forward to the future.

Services

financial planning & investments

Let us help you achieve your financial goals, meet any challenges that may come, and secure your future.

• Retirement planning

• Investment strategy

• Estate & charitable planning

• Cash flow management

insuring individuals & families

We’ll do a thorough analysis to determine your needs, and find the best products to protect you and your family, including:

• Life insurance

• Critical illness insurance

• Disability insurance

• Travel insurance

business SERVICES

You’ve worked hard to build your business. Let us help you protect your business and your employees:

• Group health & dental insurance

• Group pension plans (incl. RRSPs)

• Funding buy/sell agreements

• Business succession planning