Wealth Management

Financial solutions for small business owners & families: Tax & Retirement Planning, Estate Planning and Business Succession Planning.

Healthcare Professionals

Our comprehensive financial strategies and programs for new graduates, resident students and healthcare professionals.

Life Insurance

Ensure that your family has the resources necessary to maintain a comfortable standard of living.

Travel Insurance

Students / Visitors to Canada
Canadian Super Visa
Out of Province Travel / Snowbirds

Critical Illness Insurance

Provides a lump sum payment after a critical illness is diagnosed. Peace of mind without worry about the financial impact of the illness.

CPR & Baby First Aid

Comprehensive First Aid & CPR training and workshops are offered.