In all the years we have served the public, we have no customers. What we do strive for and build for our client is a relationship in order that your short term and long term goals are realized.
The above goal is accomplished by providing on going and accurate service to your portfolio.
Life insurance
Providing our clients with not only the best rates but also the best underwriting results at the end of the day. We have built up relationships with the underwriters of various companies and have full one on one access to them for the challenging health situations.
Critical Illness
Providing the best rates and the best contract language to secure the best outcome for you at the most critical time, the day you make a claim. We will be there with you!
Guaranteed Issue
We represent companies that guarantee the issue of a contract if certain parameters are met.
Retirement Planning
Have you ever asked yourself at what age can I afford to retire? How much do I need at that time and for how long? How much do I have to save to reach that goal? We have the answers!
RRSPs
We deal only in segregated mutual funds, GIC’s and annuities. All of the above have guarantees to protect you and your loved ones in your retirement years.
Health and Dental
Yes, we do that too.
Estate Planning
No fee for planning services provided.