Mon - Fri 09:00 AM-6:00 PM 905-493-8425


We provide individuals, families, and businesses with insurance, financial planning, investment management and retirement income strategies that align with each client’s unique needs, goals and vision.  We offer insurance products that provide protection for the people and things you hold dear to you.  We can ensure that your financial future is secure.  Whatever your coverage needs are, we are here to help.

On the insurance side, we offer life products, living benefits, travel insurance, health insurance and group benefits.

Our INSURANCE portfolio includes:

  • Life insurance: Term & Permanent products
  • Group and pension benefits
  • Disability insurance/Income replacement
  • Critical illness coverage
  • Long term care coverage
  • Travel Insurance
  • Health & Dental coverage


We have access to investment management and wealth planning products from many trusted sources including insurance companies. We offer comprehensive financial solutions and sound investment advice. We will help you develop a results-oriented strategy, based on your unique financial objectives.

Our INVESTMENT portfolio includes:  Savings Plans, Retirement Income Plans and Workplace Investments

  • Education funding
  • Estate planning and management
  • Annuities
  • Group pension plans

Need Help ?

Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now