We are full service independent financial services consultants helping families and businesses plan for the future. Located in Thornhill, Ontario we have been servicing the Toronto and surrounding areas for over 25 years. Our priority is client service. We welcome any challenge when it comes to finding solutions to your needs.
To make it possible for Canadians to enjoy a happy, healthy and secure lifestyle.
To be recognized as a trusted partner who provides:
Quality: advice, service, and products
Assurance: your future security is our priority
Commitment: we deliver what we promise
We take the time to understand challenges our customers are facing. Using our many years of business to business consulting experience we are consistently able to find the right solutions for our clients because we have partnered with industry leaders to create a portfolio of services, products, and strategies that are sustainable, scalable and affordable.
We are group benefits experts so you do not have to be. We provide our clients with a yearly analysis of their benefits program including usage analysis, cost control recommendations and program design. We offer valued added services like employee surveys, feedback sessions, assistance with employee communications and lunch and learn seminars. Client service is our main priority.
Let us provide a competitive quote for you or your business. The process is free of charge and will involve obtaining the appropriate quotes from reputable insurance carriers
Start the quote process