Our process begins with gaining a better understanding of your goals and dreams. Our Partners by virtue of their education, training and experience, are equipped to provide tax efficient risk management solutions to address your needs. We are licensed across Canada. We typically provide solutions that utilize:
Life Insurance
Funding of Shareholder Agreements
Employee and Executive Benefits
Disability Insurance and Critical Illness Insurance
Individual Health Insurance and VIP Universal Medical Insurance
Healthcare Spending Accounts and Flexible Spending Account
Travel Insurance (Click Link)
If you require additional information, or for a no obligation, no cost review of your existing insurance portfolio, our expert team would be delighted to assist you.
Tel: 416-363-0656 or Please complete the contact sheet located here.