We have the solution for you. Whether protecting your family or business, we understand that it’ s ALL personal.
With 60+ years of combined industry experience, we know we can help. Our product knowledge ensures the best solution for all of your personal needs. With access to a full market of insurance companies, we can provide the right product and price for any situation. Our full-service, centrally located office, is here to stay with you & your family through the years to help with questions, life changes, forms, & advice. We pride ourselves on our dedication to ensuring that you are your family are well protected through all of life's events and challenges. Whether you are starting fresh or in need of a review, our knowledge, experience, and service are hard to replicate.
Your time and attention should be focused on your business. Our attention is focused on ensuring your business is well protected, whatever the need. We have solutions and our full-service office is here to help you through all stages and changes. Strategic corporate insurance including tax planning now can also be the key to your future retirement. Let us help you.
Building wealth is hard but knowing how to preserve and build for retirement and future generations requires experience. Let us guide you with strategies and solutions that work to enhance and strengthen everything you have cultivated.
Group Insurance has become an important part of employee benefit packages with many key employees making career choices based on the benefits offered. Plans and coverages available in the market have evolved quickly and we have the knowledge, experience, and expertise to help simplify and demystify for you. We actively service our groups, offering employee meetings on demand, direct service for questions and changes as they arise, payroll calculators, and quarterly reviews, all to ensure that you can focus on business and feel secure knowing that you are not overpaying and are properly covered and serviced. Group Insurance can be complicated, costly and time consuming if you do not have the right partner; let us change everything for you.
Full suite of Group Insurance Products & Services including:
ASO
We have strategies that help you help others in a way that can be beneficial to all and provide the satisfaction of knowing you are supporting the causes that mean the most to you in the most efficient way.
Insurance can be a wonderful and important tool to defer taxes, generate tax-free wealth, and fund future tax liabilities, but not all insurance funded solutions are equal. Time and time again we are meeting good people that have purchased inappropriate products for their budget and need. The right advice from our experienced team can be the difference between a successful strategy or the CRA deeming you non-compliant.
WE HAVE SOLUTIONS. Let us change all of that for you.
You should be busy running your business. We have the time, the expertise, and the years of experience to help.
We support you 52 weeks per year, not just at renewal time, with solutions for payroll, for ever increasing renewals, for assistance getting the employees to understand the value of their benefits, and for complex renewals and more.
Specializing in group insurance, with no detail spared, we strive to ensure that all of our companies, their plan administrators, and members have the service and support they need.
We do not need to wait until your next renewal. Your company is unique, and your group insurance should be too. Call or email us today to see how we can help with a solution tailor made for you.
Ivan recounts the story of a client that he was able to help through
the most difficult time of her life.
I am often asked if it is hard for people aged fifty plus to obtain life insurance. Generally speaking, the insurance company evaluates your profile.
The future dollars provided by a life policy either on and individual or both spouses jointly is the most straightforward tax efficient and cost-efficient method
Will Government Benefits be Enough? When you reach the age of 65 the government provides you with a modest pension. The question is, will this income
