Our company was established as a General Agency for life protection products in 1978.
Over our forty-year presence in the insurance and investment industries, we have established strong working relationships with many financial and insurance institutions.
GET INSURANCE PLANS ONLINE
When you or someone you know is travelling, choose the travel plan that’s right for you. Get help covering unexpected or emergency medical expenses when you travel – including COVID-19.
Health & Dental Insurance
Having the right coverage is crucial, and we're making it simple with insurance plans that are easy to understand and easy to buy. Save on costs not covered by your current plans and help protect yourself and loved ones.
The Advantage Account
Start earning a high interest rate on all your money with a combined chequing and savings account.
Select your advisor below to open an Advantage Account.
Meet the Team
We pride ourselves on offering reliable, honest financial advice based on education, knowledge and experience and strive to ensure excellent customer service and a positive client experience.Meet the Team
Services & Solutions
Whatever your stage in life, we can help you feel financially assured by offering a variety of financial products and services to meet your specific needs.See how we can help
Your financial life doesn’t have to be complicated. Bookmark this page and refer to it often for helpful financial tools and resources.Visit the Client Centre