Coming this fall, more information and a great new look to our website!

Welcome to Our Financial Plans

"A roadmap to your financial success"

We’ve updated our website with lots of great information about financial products and services, including some tax-efficient strategies, 
our Buy Now link for people looking for a quote or to purchase coverage online, and our famous 12 Square Challenge.

Take the 12 Square Challenge

This little test is strictly confidential and should only take you 5-10 minutes.
The goal is to help you identify which areas of your current situation you might want to review and improve.
 

Not sure where to start?

Our Buy Now page is a great place to obtain quotes or to purchase online.

• We offer travel insurance from 5 different providers!
• 7 different health and dental plans for individuals and families from 4 different insurers.
• Life insurance- coverage regardless of health
• Critical illness insurance - it's simple and affordable! (Get started with 4 yes or no questions)
• High-interest savings accounts from Manulife Bank.