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.