our Services

Our mission is simple: provide the optimal and personalized financial planning services catered to your specific needs.

The process

  • Initial Consultation

    We assess your current financial situation to determine your needs and goals. Together, we identify your liquidity, retirement planning, living benefits and financial security at death concerns. From there, we create a recommendation based on your needs.

  • Recommendation Summaries

    After gathering your information, a recommendation summary is prepared based on your needs, budget and goals for the future. This includes insurance illustrations, financial calculators, fund information and a financial plan.

  • Quotes and Illustrations

    Insurance quotes and illustrations will be presented and explained carefully. It’s vital to have a full understanding of the solutions provided to help you achieve your goals within your time horizon.

  • Financial Plan

    A collaborative financial plan is created using Conquest Planning software. We present and carefully explain your plan. It’s important to have a thorough understanding of the purpose of the plan. Illustrations and financial calculators are included to help you understand how you will achieve your goals.

  • Plan Review

    Your life can change unexpectedly. Whether it’s family or financial changes, an annual review is important to implement new solutions and to confirm if you are on track to meet your goals.

  • Employee Benefits and Pensions

    After gathering your data listing, billing statements, benefits summary and claims history information, we shop the market and prepare quotes. Quotes are gathered from multiple insurance companies suitable to your business’ needs. A financial spreadsheet is carefully presented and explained, summarizing the benefit packages.

What we offer

  • We help clients with various types of life insurance policies. A few of them include: Term Life Insurance, Participating Life Insurance, Universal Life Insurance, Juvenile Policies and Jointly-Owned and Corporate-Owned Life Insurance

  • We offer low fees and fee-based accounts in the following investment vehicles: RRSPs, TFSAs, Non-Registered Accounts, RESPs and RDSPs.

  • Protect yourself and your family with Critical Illness Insurance, Disability Insurance policies and Long-Term Care (LTC) Insurance.

  • Retain your key employees with a comprehensive employee benefits plan which includes health and dental coverage, vision care, retirement pensions and much more!

  • Do you have family visiting from out of the country? Or do you plan to go on vacation without any coverage? You can protect yourself and your loved in or outside of Canada with a comprehensive travel insurance plan.