If you’ve ever thought…
“What would happen to my business if I got sick?”
“If I became disabled or couldn’t work anymore, how would we live?”
“If I passed away how would my family manage?”
Staying One Step Ahead
With The Right Team
Through the development of your Financial Plan, we take a strategic approach to managing risk and assess multiple options from multiple suppliers to find the plan that is just right for you.
- Critical Illness Insurance (CI)
- Disability Insurance (DI)
- Key Person Strategies
- Mortgage Insurance
- Partner Buyout Strategies
- Partner Disability Strategies
- Personal Health & Dental Insurance
- Term Life Insurance
- Universal Life Insurance
- Whole Life and Quick Pay Life Insurance
What may have been ideal at one time, might not be a fit as you and your family grow and change. That’s why we regularly review your policies along with your investments to make sure they are still providing the level of protection needed by you and your family.
Our Partners
BMO
Canada Life (formerly GWL, London Life)
Canada Protection Plan
Equitable Life
Foresters
Industrial Alliance
Ivari
Manulife
RBC
Sun Life
We are fully licensed by the Canadian regulatory body of the Financial Services Commission of Ontario to sell products; as Certified Financial Planner professionals, our financial planners also abide by the CFP Professional Code of Ethics.