Skip to main content
Services for individuals

From insurance to retirement, we’ve got solutions to ensure your personal and family finances remain aligned with your long-term goals.

Let's connect

For over twenty years, our experts have helped individuals and enterprises across Canada secure their financial futures with expert planning and solutions. Whether it’s insurance, retirement, investments, tax strategy, or advisory services, our dedicated advisors are here to help.

  1. True broker experience

    We work for you, not the insurance companies. We access all available options to find the best fit.

  2. Real people, personalized advice

    Our certified financial advisors take the time to understand your specific situation, your goals, and your potential.

  3. Flexible arrangements

    We adapt to your schedule. Whether in a package, an ongoing service agreement, or a fee-for-service, everything about our approach is tailored to what’s best for you.

Our expert advisors work with you one-on-one to design plans that respond to your unique needs and circumstances.

Whether it’s insurance or investing, you can be sure that you’re getting the right advice and the right solution for your needs.

Book a consultation

Life insurance

Put your loved ones first with a comprehensive life insurance policy designed around you.

Health and dental insurance

Improve your wellness with cutting-edge health insurance features, including mental health and virtual care access.

Disability and critical illness insurance

Innovative disability insurance that treats you like a person by focusing on care and recovery.

Financial planning

Expert CFP certified advisors who put your interests first and help you take control of your financial future.

High-net-worth individuals and corporate insurance

Specialized services and solutions for high-net-worth individuals and business owners.

Investment and retirement solutions

Build long-term prosperity with investment and retirement plans tailored to your financial goals.