SERVICES

We have access to over 25 Canadian Life, Health and Travel Insurance companies to choose and select the most suitable products for our clients in this space. Some of the leading Life and Health Insurance firms we work with are; ManuLife, SunLife, Empire Life, Desjardins, Canada Life, Great-West Life, Equitable Life, Canada Protection Plan, Humania, SSQ, BMO, RBC, Industrial Alliance to name a few. Similarly, we have partnerships with leading travel insurers including ManuLife, GMS, Allianz, Travelance, TuGo, Destination Travel, 21st Century Travel and Travel Shield.

Retirement Planning

Plan and implementation of retirement goals including advice and help on RRSPs, TFSAs, Annuities

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Risk Managment

Life and Health Insurance Needs' Analysis, Advice and help clients find the most suitable products

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Responsible Investment

Discuss Responsible Investments and your contribution to help global climate change, environmental and ethical business issues.

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Education Planning

Discuss saving for kid's education funds such as RESPs and other education savings

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Wealth Management

Discuss fund advice and investment managment

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Tax Planning

Optimizing long-term tax benefits for small business owners, real estate owners and families

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Financial Management

Helping businesses and families manage their finances, budgeting and savings

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Estate Planning

Real Estate and Investment Owners to plan their assets, Multi-generational wealth transfer

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Group Insurance

Financial Advice and Consultation Session for small businesses.

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Travel and Super Visa Insurance

Discussing Travel Insurance Needs including Visitors to Canada, Super Visa, Canadians Travelling Abroad.

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CLIENT CATEGORIES

Help us help you! We’ve categorized our services into personas to help you identify the financial assistance that you need. Click on a card to book an appointment

ABOUT US

As a Financial Service Brokerage and Advisory firm, we take pride in helping Business Owners, High Net Worth Individuals and Families to secure their financial futures, realize their goals & dreams, optimize their wealth and plan their financial future. We are licensed to deal in all life, health and travel insurance products as well as hold licence to advise and sell investment fund products to clients.

CORE VALUES

Care

We care for our clients, their families and our communities. Client First is not a buzzword for us, but we live it every moment.

Learn

We believe in Financial Education for our clients, our community and especially our children and youth. We are life-long learners ourselves, continuously updating and upgrading our knowledge.

Trust

Client Confidentiality, treating everyone with Respect, advising with Honesty, Transparency and Integrity are our keys to building trust and long-term relationships with our clients.

Engage

We always work in collaboration with our clients. We believe in community engagement and playing our part in nation building and stronger communities.