Protecting your legacy.

Following extensive discussions, we analyze your needs and objectives and make recommendations that will ensure your financial obligations are met when you die or become sick. Working closely with some of the top tax and estate planning experts in Canada, we have significant experience in structuring insurance portfolios to provide peace of mind, as well as offer the potential for considerable tax shelter opportunities. Our clients always know we are recommending the right type of insurance and the right coverage to meet their needs.