Personal Services

Services We Offer

Personal Insurance

Life Insurance

Pays out a sum of money to your loved ones when you pass away. This includes Mortgage Insurance, Term Life Insurance, Whole Life and Universal Life Insurance.

Disability Insurance

Pays a monthly sum to you, personally, while you're unable to work as you recover from a covered accident or illness.

Critical Illness

Pays a sum of money when you survive a major illness or diagnosis, such as a heart attack or cancer.

Travel Insurance

To use when you're outside of your Province or Country to ensure emergency medical costs will be covered.

Health Insurance

Helps cover the costs of prescription drugs, dental work, registered health professionals, etc. for you and your family.

personal financial planning

Personal Financial Planning

A professional, one-on-one analysis of your personal finances.

Are you worried about managing cash-flow, how to pay yourself first, whether to get an accountant and who to talk to about…everything?

We offer one-on-one personalized coaching.

If you’re ready for financial clarity and to tackle the next step in becoming the Best Financial YouGet started here(Not quite that ready yet? Get in touch here.)

With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.