For individuals

Life, Term & Mortgage

Insurance

Life insurance is a contract that provides tax-free cash upon the death of an insured person.

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Disability

Insurance

Disability insurance provides you an ongoing income, in the event you can’t work because of sickness, injury or accident.

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Critical illness

Insurance

An important part of every financial plan, critical illness insurance provides a lump-sum, tax-free benefit upon diagnosis of a covered condition.

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Estate planning and charitable gifting

Estate planning is the process of preparing for the disposal of a person's wealth and assets after death.

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Retirement, Investments and Banking

Segregated Funds, or seg funds are investments offered by Canadian insurance companies.

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For business owners and professionals

Group benefits

We understand benefit plans and have years of experience with plans of all sizes.

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Pensions and group savings

In today’s competitive world, employers are often looking for ways to attract and retain employees for the long term.

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Protect your business 

As a business owner, it's important to consider how you can protect your business. I’ve got the solutions that can help keep your business running smoothly if anything happens to you or your partners. 

 

Help your employees build more secure financial futures 

Benefits and retirement savings plans can help you attract and retain employees and give them resources to help improve their physical, financial and mental wellbeing. I can help you determine what kind of plan will work for your employees and your business.