For Employee Benefits Clients We offer a no-cost, no-obligation audit of your existing employee benefits plan by an experienced benefits consultant, with a detailed report on findings complete with recommendations.
For Group Retirement Clients Our consultation service offer is designed to add significant value in establishing or reviewing your Group Pension, Group RRSP, or Deferred Profit-Sharing Plan.
For Business-Owner Clients We are experienced in insured solutions for funding buy/sell agreements, finding solutions for sole proprietors, partnerships, and incorporated companies, and key person coverage.
For Family Clients We can help you assess your need for individual Life Insurance, Critical Illness Insurance, Disability Insurance, and Long-Term Care needs. We’ll make the application process smooth and worry-free too.
