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Products & Services


  • Life: Permanent (whole & Universal), Term, Mortgage protection
  • Critical Illness: Policy covers you from illnesses such as heart attack, stroke, and cancer
  • Long Term Care: Designed to assist you in activities of daily living
  • Disability: Replacement of personal income or used for business over head protection
  • Group & Individual Health Plans: Health and dental coverage for individuals, small and large groups
  • Travel: Offers single to multi trip coverage for domestic and international travel


  • Mutual funds, Pooled accounts, and Segregated Funds
  • Brokerage Services: Individual stocks, bonds, and wrap accounts
  • Guaranteed Products: Linked notes and GIC’s
  • High Yield Savings: A liquid savings account offering preferred interest rates


  • A Tailored Plan: Develop realistic goals centered around your lifestyle
  • Commitment to Service: We take a proactive role in your finances
  • Management Style: A conservative long term approach to wealth management
  • Coordination of assets: We will work with both your accountant and lawyer
  • Retirement, Tax & Estate Planning: An ongoing commitment and dedication to manage your wealth