Services
Testimonials
Harry & Maureen
“We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.”
Allyson
“Last year we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. “
Our Business Partners
- Allianz
- CPP
- Foresters
- ivari
- Assumption Life
- Desjardins
- Humania
- La Capitale
- BMO Insurance
- Empire Life
- IA Excellence
- Manulife
- Canada Life
- Equitable
- Industrial Alliance
- Pacific Blue Cross
- RBC Insurance
- Sun Life
- Travelance
- TuGo
Blogs
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Building a stronger business
May 17, 2018 -
Small Business Owners with no benefits plan
May 10, 2018 -
Visitors to Canada Travel Medical Insurance
March 26, 2018 -
Expecting Visitors on a Super Visa to Canada?
November 20, 2017
Would you like to speak to one of our advisers over the phone? Just submit your contact information and we’ll be in touch.