Since 2008, we are true specialists in providing our clients with estate and financial planning, as well as wealth management and insurance solutions. The key differentiator to our service is that we work in real partnership with our clients to provide the most personalized and tailored service.
We are contracted with highly rated insurance carriers including Sun Life Financial, Canada Life, Manulife Financial, RBC Insurance, BMO Insurance, Ivari, Industrial Alliance and Empire Life. We always advocate for our clients when dealing with these companies.
Confidentiality and trust are values which are at the heart of the way that we do business. We recognize the sensitivity of the information that our clients entrust us with and use robust physical and system safeguards to ensure that we offer the upmost protection to the data that we hold. What’s more, we never share the information that we hold on behalf of our clients with any other business or organization.