Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our services include:

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Life Insurance

By planning the life insurance policies that you own, you can add peace of mind into your future, and not have to worry about the “unexpected” – like dealing with the consequences of a sudden loss of a job, or worrying about how your kids will afford an education if you pass prematurely.

What is Infinite Banking?

The Infinite Banking Concept (or IBC) is the process by which one becomes their own banker, as taught by the late Nelson Nash. In his definitive book on the subject, Becoming Your Own Banker, Nash explains how specially designed participating insurance policies uniquely function as dividend paying

Health and Dental insurance

Costs for health-related services can add up quickly, whether you are filling a prescription, visiting the dentist or getting new glasses. Health insurance helps you manage routine and unexpected costs, protecting your budget and lifestyle. Now, imagine a health insurance plan that doesn’t just help protect against the unexpected but can also help prevent future health issues to help you live your healthiest life.

Group Insurance

Travel Insurance

Why buy travel insurance? For the peace of mind that comes from knowing you’re protected in case of an accident or sudden illness. The cost of medical care can be much higher abroad than in Canada, especially in the U.S. To be supported by a team of professionals who will ensure that you have the