Welcome to Our Financial Plans

We’re here to provide information and knowledge about financial products and services to our existing clients, as well as to others that may be interested.

Take a look around. In the coming weeks and months, we hope to add significantly more content, along with our 12 Square Challenge, as well as a fun little contest!

About us

Independent financial advisors

As independent Advisors, our clients can expect unbiased financial advice to help them reach their goals with their priorities in mind. Our clients can count on documentation and service that will meet their expectations.

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How it works

A roadmap to your success

Financial success means different things to different people. Someone in their 20’s or 30’s will certainly have different ideas about success than someone In their 50’s and 60’s.

We also know that sometimes life can bring us some twists and turns along the way. It’s for that reason we like to provide our clients different options. Because if there is one thing we can all agree on, financial success also brings peace-of-mind.

Take the 12 Square Challenge

Test your financial plan now.  Take the 12-Square Challenge in 12 minutes.

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Recent Posts

Nine answers to your questions about the Canada child benefit

Sep 15, 2021 - Canada Life

The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...

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Life happens. Help your employees prepare for when it does

Sep 01, 2021 - Canada Life

To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...

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Canada Life makes investing simpler – new mutual fund names are here

Aug 22, 2021 - Canada Life

To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer...

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For individuals

Learn more about protecting your family and yourself, as well as planning for your retirement.

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For groups

Group Benefit Plans, Group RSPs and Pension Plans

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That you can buy now, online

Individual health plans

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Critical illness insurance

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Travel insurance
More info

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High-interest savings accounts

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What do people think of us?

“Purchasing Insurance policies is one thing but understanding what I purchased is more important… I would like to take this opportunity to thank you, and your staff, for the hours of assistance provided to ensure the process was made as simple as possible… Service like this is priceless and not easily found in today’s world”

Gary Potvin - Service Master

See how you measure up with our 12 Square Challenge!

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Let's discuss your roadmap today!

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