What We Offer

 

Group Benefits

An investment to support and protect your organization’s most valuable asset, it’s people.

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GROUP RETIREMENT

An investment in the financial well-being of your team.

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lIFE iNSURANCE

Protect what matters most as you grow, preserve what you have built once established.

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Individual solutions

Protect your lifestyle from a disability or critical illness along with cost effective coverage for health and dental expenses.

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The value of independence.

 

As an independent firm, we are contracted with all major insurance carriers and third-party administrators in Canada. Because of this, our solutions are always composed of the right products, at the right price, delivered your way.

 

Providers

 
 

It starts with trust.

 

Many of the products that we provide are intangible and consist of a promise. You need to be confident that the solution put in place is the right fit for you and that we will be in your corner every step of the way.

 

How we earn it.

 
  • Tens of thousands of hours invested into education to develop our expertise;

  • Industry specific degrees, internationally recognized designations & participation in the best training and development programs in Canada;

  • Hands on experience partnering with thousands of clients while representing Canada’s largest insurance companies, financial institutions, and financial technology providers.

 

What makes us different?

Anyone with the appropriate licensing can distribute products in the same way that anyone with stationary can draw a picture. However, that does not translate into similar results:

 
 

We produce superior solutions and results because of:

  1. Industry-leading experience and expertise.

  2. An outside-the-box approach that combines traditional and niche products.

  3. Partnering with your professional advisors & team members for a unified solution.

  4. Leveraging technology for an efficient user-friendly experience.

  5. Putting your personal and business goals at the center of everything that we do.

The first meeting is at our expense. If we both feel there is a fit, then we ask that you sign a letter of engagement.