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.

Investment and Retirement Plans

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For Business Owners and Professionals

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Insurance Protection For Individuals and Families

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Recent Posts

Should you switch your variable-rate mortgage to a fixed-rate?

Jan 23, 2023 - Canada Life

Is a fixed-rate mortgage the perfect fix?...

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How does inflation impact your retirement

Jan 20, 2023 - Canada Life

Inflation, which causes a rise in the cost of living, can be challenging if you’re retired...

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Prepare for your financial future this Lunar New Year

Jan 15, 2023 - Canada Life

Lunar New Year is a celebratory time involving family reunions and gift giving between families, friends and business contacts. Here are three important things to do to prepare for the Year of the Rabbit....

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