Our Services
Working For You.
Insurance & Estate Protection
Take the appropriate steps to protect you and your loved ones against unforeseen events.
Take the appropriate steps to protect you and your loved ones against unforeseen events.
Most people will find that by far their biggest asset is their ability to generate income. If loved ones are depending on your income generating ability for their future, then a plan should be put in place to ensure that the income being relied on is replaced in the event of death or serious illness.
We offer personalized solutions for:
- Life Insurance
- Disability and Critical Illness Insurance
- Travel Insurance
- Long Term Care
We also provide Group Insurance and Group Benefit packages for businesses.
As a truly independent company, we take pride in our ability to deal with a variety of insurance companies in Canada, such as:
Blue Cross
BMO Insurance
Canada Life
Empire Life
Equitable Life Insurance
Ivari
Manulife Securities
RBC Insurance
Estate Planning
Estate Planning involves the effective distribution of your assets. Effectiveness of planning always improves dramatically given enough time and focus. This awards you with the valuable opportunity to engage in a meaningful distribution of your assets, to plan for a tax-efficient transfer of wealth to your heirs, using money as an expression of love.
The initial steps to estate planning involve working alongside your attorney and accountants to update wills, power of attorneys, tax liabilities upon death, succession plans, etc.
Want to learn more about insurance & estate protection, our advisors are only a phone call away.
Travelling?
Purchase travel insurance from the comfort of your home, click the logo below to be taken to either of our premier providers.
Are you on-track for a worry-free retirement?
Click to download our free Retirement Income Guide.
It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.
Remember, successful people ACT towards the future they want!