We are licensed insurance and investment brokers. The broker approach gives you access to the best products, contracts, and providers available in Canada at any given time. We value the kitchen table approach. For life security, every penny matters, both in your investment structure but also in how you protect it with self completing options.
We believe in...
… Insurance as an unselfish purchase
…Investing in yourself by securing your greatest income asset, YOURSELF.
… Securing your LIFE and YOUR abilities with life and specialized accident and sickness insurance.
… Using your greatest tax free asset to leave a legacy.
We believe in...
… Diversifying your assets AND YOUR ASSET MANAGERS
… Competition between your managed funds and your self directed ones.
… Balancing your portfolio according to age and risk tolerance.
…Disciplined investing that avoids swings with the market and the media
… The consensus approach between an advisor and client
Book a free initial consultation
Complete a needs assessment or review of your portfolio
Our advisors will care for the necessary paperwork providing easy transactions in person or through video conferencing
Experience and Integrity
We are required to carry greater credentials than your banker
Relationship driven advice at no charge
Ability to mix and match the best providers under one house
Online or paper process available
Disability/Accident and Sickness Insurance
Health Spending Accounts
Better Mortgage insurance
TFSA, RRSP, RESP, RIF, Locked in Accounts
Investment Funds, GICs, Savings Accounts
Fill out the form with any questions you have about finding the coverage that's right for you!
2-1015 Cedarwood Place, Burlington, Ontario L7T 2E6, Canada
(905) 328-7677 firstname.lastname@example.org email@example.com
Monday - Friday: 9am - 6pm
Saturday: 10am - 2pm
28 Roanoke Road, Hamilton, Ontario L8S 3P7, Canada