Life Insurance

About Us

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.

Insurance Philosophy

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.

Investment Philosophy

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

Process

Book a free initial consultation

Complete a needs assessment or review of your portfolio

Review recommendations

Our advisors will care for the necessary paperwork providing easy transactions in person or through video conferencing

Why us?

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

Products to Ask About

Life Insurance

Disability/Accident and Sickness Insurance

Group Insurance

Health Spending Accounts

Better Mortgage insurance

TFSA, RRSP, RESP, RIF, Locked in Accounts

Pension Plans

Investment Funds, GICs, Savings Accounts

Loans

Travel Insurance