Insurance Services & Investment Solutions

We take care of what matters most to families and businesses. There is no cost associated with this service. We carefully assess your needs to ensure we match the best solutions. Some examples of needs are: funeral expenses, income replacement, debt repayment (e.g. credit cards, vehicles, mortgages, etc.), maintaining family lifestyle, education plans, building cash value, to diversify investments, business planning, estate planning, peace of mind, protecting young children, inheritance (leave a legacy), medical protection, retirement planning, project planning, long term planning, or other.

With the right insurance, find peace knowing your loved ones and business are secure. For example, Term Life, Whole Life, Universal Life, and more.

For financial stability and loved ones' well-being, insurance is pivotal. Critical Illness is a specialized protection plan, crafted to help in severe illness. Our solutions support your recovery, allowing you to focus on healing.

Your ability to earn income is one of your most valuable assets. Disability insurance safeguards this vital asset in case of illness or injury, ensuring your family's lifestyle and financial commitments remain uninterrupted. Talk to us to discuss coverage if an illness or injury prevents you from working.

Accident insurance is a crucial safety net for life's unpredictability. Our plans, including Accidental Death and Dismemberment coverage, protect you from the financial aftermath of accidents at home, work, or leisure activities, ensuring your financial security through life's unexpected challenges.

Protecting your business is essential. Our solutions fortify it against unexpected disruptions. Our comprehensive coverage ensures your enterprise's resilience. With our insurance, you can pursue your goals confidently, knowing your business is backed by a robust safety net. Speak to us about: Key Person Insurance, Buy-Sell Agreement Insurance, Group Insurance Plans for Employees, Business Overhead Expense Insurance, and more.

Your health is your wealth, and our comprehensive insurance ensures readiness for life's uncertainties. For peace of mind, enabling a worry-free life without unexpected medical costs, let’s talk about individual health, family health, group, disability, critical illness, long-term care, and more.

Canadians have public healthcare, but personal health and dental insurance bridge gaps in coverage, ensuring your well-being by protecting against routine expenses not fully covered. You can have your own dental, vision, prescription drug coverage, medical expense insurance (e.g., for non-covered medical expenses), and more.

This is a valuable employee benefit that provides coverage to a group of individuals typically offered by employers, and sometimes even if you just have contractors. It includes health, dental, life, and disability insurance, and more, offering cost-effective coverage compared to individual plans. This benefits both employers, who can attract and retain talent, and employees or contractors, who gain access to essential insurance protection.

Travel brings unforgettable escapes, but the unexpected can disrupt plans. Medical emergencies or accidents can cast a financial shadow beyond your memories. Our travel insurance is your trusted companion, offering comprehensive coverage for unforeseen expenses, even when exploring abroad.

This is your financial stability. Our solutions provide a steady income stream, ensuring peace of mind in retirement and beyond. With options like fixed and variable annuities (and more), you can customize your financial strategy to meet your unique goals and needs, whether it's regular income, retirement planning, or asset protection.

Segregated funds offer a principal guarantee, ensuring you or your beneficiaries receive the original investment amount upon maturity or the policyholder's death. Managed by professional portfolio managers, these funds aim to optimize returns and manage risk, while offering creditor protection for those safeguarding their assets. Come to us for your RRSP, RRIF, RESP, LIRA, LIF, TFSA, Non-registered, etc.