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!

Buy now - if you're looking to purchase or obtain a quote online.

For example, if you need travel insurance, we have links to five of the largest insurance companies in Canada. You can obtain a quote and obtain coverage in minutes!


Take the 12 Square Challenge

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


Recent Posts

Socially responsible investing

Oct 22, 2021 - Canada Life

You’re passionate about social and environmental issues and you want your investment portfolio to match your values....

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Free workplace mental health resources from Canada Life

Oct 15, 2021 - Canada Life

Since 2007, through Workplace Strategies for Mental Health, Canada Life has provided evidence- and practice-based tools and resources to all Canadians, at no cost....

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The benefits of responsible investing

Oct 01, 2021 - Canada Life

Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...

Read more

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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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"


That you can buy now, online:

  • Individual health plans
  • Critical illness insurance
  • Travel insurance
  • High-interest savings accounts

See all products