Risk planning is about more than insurance. It is about caring and planning for your family, life and dreams. Your situation, health, lifestyle all combine to require planning unique to you.
As an expert in risk management, it is our job to help clients and their financial advisors to plan for life’s biggest challenges. Our core purpose is to make sure people become informed and empowered by impactful protection planning.
For over 20 years, we have provided trusted and dependable support and service for thousands of Canadians. We help you manage the complexities of choice and make sure you and your family have the right protection. Through partnering with other financial professionals, we provide a diversity of skills and expertise. More minds together to provide solutions for your individual needs.
We start with getting to know you and your situations. We take inventory of your insurance history and existing in force coverage. We analyze and establish needs based on your situations today and wants for future.
We provide holistic assessments and recommendations for life and death.
Personal & Corporate
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Group Benefits
- Health & Dental Insurance
- Travel Benefits