Our Services
and  Suppliers

Our Services

In addition to financial planning, to help activate your plans so that you can reach your goals, financial instruments are required. As an independent broker firm we have access to a wide variety of investments and insurance products  from different financial institutions to help you overcome your challenges so you can sleep better at night.

We offer CDIC protected high interest accounts, RRSP's, TFSA's, RESP's, RDSP's, non-reg accounts, PHSP's & insurance. Our virtual services have the advantage of convenience, Covid-19 safety & efficiency (no travel time). We can help you with:

  • Financial planning
  • Debt management
  • Risk management
  • Investments
  • Estate Planning
  • Life, disability & health insurance
  • Extended health & dental plans
  • Travel insurance
  • Personal health spending plans
  • Disability financial planning
  • Group benefits

Our Suppliers

Life Insurance Products
BMO Life
Canada Life
Empire Life
Industrial Alliance Life
RBC Life
Standard Life
Sun Life
               and more...

Disability, Extended Health/Dental & Travel Insurance Products
Edge Benefits
Olympia Benefits
RBC Disability
TuGo Travel
               and more...


Investment Products
Aim Trimark
BMO Guardian
BTB Trust
Dynamic Investments
Fidelity Investments
Franklin Templeton
IA Clarington
Mackenzie Funds
Manulife Funds
National Bank Funds
Northwest Ethical Funds
RBC Funds
Renaissance Investments
Sun Life Global
                 and more...