What We Do

As a broker, we work for you and not the insurance company. First, we learn from you what your needs are at your current stage of life.

 

Do you have a young family? Children in university or college? Are you retiring soon or already retired? Self-employed? Do you want to set up estate coverage? Do you need travel insurance? Or, do you want to reduce taxes, maximize your investments, or start a program?

 

We would ask you lots of questions, establish a budget and make appropriate recommendations. It's that simple.

RETIREMENT  &

INVESTMENT  PLANNING

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  • Registered Retirement Savings Plans (RRSP's)

  • Non-registered Savings & Investment Plans

  • Mutual Funds

  • RESP's

  • TFSA's

  • Individual Pension Plans

  • Labour Sponsored Funds

  • Annuities

  • Registered Retirement Income Funds

  • Life Income Funds

LIFE  PLANNING

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  • Family Protection

  • Death Expenses

  • Estate Preservation

  • Educational Funding

  • Disability Income

  • Critical Illness & Care

  • Long Term Care Plans

  • TFSA (Tax Free Savings Plans)

  • Personal Health (dental, vision, etc.)

  • Travel Insurance

CONTACT US FOR DETAILS

GROUP HEALTH & EMPLOYEE BENEFITS

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  • Group Life Insurance

  • Accidental Death Benefits

  • Dependant's Life Insurance

  • Group Critical Illness

  • Extended Health Benefits

  • Registered Pension Plans

  • Disability Income - short & long term

  • Group RRSP's & RESP's

  • Employee Assistance Plans

  • Health Spending Accounts