Money Doesn’t Buy Insurance, Health Does.
Insurability is a word that we don’t use much or at all, it’s a term mostly used by insurance underwriters when determining if they want to take your life as their risk. We believe there is no “One Size Fits All” when it come to planning your insurance needs and investment goals.
Everyone has their own dreams. Protecting those goals is our mission. Our unique process uncovers those dreams and aspirations, be it personal or for your business. We understand that thinking about the “What if’s” in life can be uncomfortable for most of us. Through our unique, “Uncover program” we have made the process as simple as possible.
We encourage you to have a discovery meeting with us.

Individuals & Families
Customized solutions based on you, plans for to accumulate and protect your wealth.

Business Owners
Strategies to help increase your personal cash flow, keep key employees and protect your business.

Incorporated Professionals
Tailored solutions to help you with your practice and personal cash flow.

New Immigrants
Helping new immigrants learn about finances in Canada.

Insurance
Peace of mind for you and your family. Taking care of what matters most.

Investments
Grow your wealth. Feel confident in your finances.
Latest News

10 Essential Decisions for Business Owners

2021 Financial Calendar

Government of Canada to allow up to $400 for home office expenses

Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now

Canada Emergency Wage Subsidy expanded to include more businesses!

Canada Emergency Wage Subsidy extended into December!

CERB Extended | Business Owners who did not qualify previously - expanded CEBA starts June 19th

Insurance Planning for Young Families

Small Businesses! Applications for Canada Emergency Commercial Rent Assistance starts May 25th

Expanded eligibility for CEBA $40,000 interest-free loan

Extended! Canada Emergency Wage Subsidy extended beyond June

Apply for Canada Emergency Wage Subsidy starting April 27th | Calculate your subsidy

Getting the best from a financial advisor

New Canada Emergency Commercial Rent Assistance | Canada Emergency Business Account Expanded

Expanded eligibility for Canada Emergency Response Benefit (CERB) & Boosted wages for Essential Workers

Rules changed to allow more struggling business owners access to CERB, Wage Subsidy. Summer jobs program increased to 100%

Help for Small/Medium Businesses & Entrepreneurs - 75% wage subsidy, $40,000 interest-free loan & more
