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.
Plan and implementation of retirement goals including advice and help on RRSPs, TFSAs, Annuities
Life and Health Insurance Needs' Analysis, Advice and help clients find the most suitable products
Discuss Responsible Investments and your contribution to help global climate change, environmental and ethical business issues.
Discuss saving for kid's education funds such as RESPs and other education savings
Optimizing long-term tax benefits for small business owners, real estate owners and families
Helping businesses and families manage their finances, budgeting and savings
Real Estate and Investment Owners to plan their assets, Multi-generational wealth transfer