facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

It all begins with today...

Our Process

1. Understand Current Situation

  • What does my current situation look like today?

2. Clarify Goals

  • Where am I going? Where would I like to go?
  • Planning for retirement
  • Children’s education
  • Lifestyle in retirement
  • Protecting the family
  • Estate planning

3. Build Plan

  • Based on your situation today, future financial requirements, and risk level, we build and implement strategies that suit your needs

4. Implement Plan

  • Implement the process to help you achieve your goals

5. Review Plan

  • Frequent review meetings to help you stay on track

We choose the best product or service to suit your unique situation.

BMO Insurance

CI Investments

Canada Life

iA Financial Group

Empire Life



RBC Insurance




Equitable Life

Foresters Financial

Sun Life