Core Services

Do you need life insurance to cover a mortgage or provide income replacement for your spouse and/or children? Do you have concerns regarding estate planning or making a meaningful charitable donation in your memory? We will ensure the life insurance solution we design is the correct type of policy, with the right amount of insurance to accomplish your objectives. We currently broker with 11 different Canadian life insurance companies, and we will guide you through the underwriting process whether this is your first policy, or a more complicated situation needing our 50+ years of underwriting experience.

Invest in a policy that will protect you financially in the event of devastating injury or illness. We recommend only the best income replacement insurance products on the market that include benefits and guarantees that are iron clad, so you never have to doubt the quality of the contract you purchased.

As brokers we offer a full suite of investment products suitable for any risk tolerance. These products can be held inside a TFSA, RRSP, FHSA, RESP or non-registered investment portfolio. We will guide you to stay on track with your financial objectives; be it saving for your first home purchase, creating the retirement lifestyle you envision, or building generational wealth.