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Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.
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Meet Our Team
Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.
Team members
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Our Services
Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.
Products We Offer
Life Insurance
Life insurance is one of the best ways to help protect the people who rely on you. Buying life insurance shows you are committed to creating a positive future for your loved ones and can reassure them that they will be taken care of.
Critical Illness and Disability Insurance
Mitigating your risk against uncontrollable events such as disability or critical illness is key to your financial security.
Travel Insurance
If you're planning on traveling out of the province or out of the country, travel insurance gives you a simple, affordable way to protect against the cost of unexpected emergency medical expenses and more that may happen during your trip.
Investments
Financial stability has always been a major consideration of every person. For those who want to secure their financial standing in the future, would have to make the necessary investments. Some investments can fulfill more than one financial purpose and serve as a valuable resource.
Mortgages
Financing a home may be the biggest financial decision you make. Let us help make home ownership a piece of your plan.
Group Retirement and Health Benefits
Today more than ever, employee benefits packages and retirement plans are key ingredients to attracting and retaining quality employees.
Financial Planning
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true. We are focused on helping you achieve freedom and choice at all stages of life.
Estate Planning
Whatever your age, whatever the size of your estate, a proper estate plan will ensure that it is passed along as you desire, with minimum taxes and with no complications or delays for your heirs.
