We proudly partner with Canada’s most trusted insurance and financial institutions, including:

• iA Financial Group

• Equitable Life of Canada

• Canada Life

• Manulife & Manulife Bank

• Sun Life

• Desjardins

• RBC Insurance

• BMO Insurance

• B2B Bank

• Equitable Bank

• Foresters Financial

• Assumption Life

• Canada Protection Plan

• Allianz Global Assistance

• TuGo

• Destination Travel Group

• CST Savings

• Evertrust Lending Corp.

• Insure Canada

This broad network ensures that we can shop the market for you, compare products, and provide the right coverage at the right price.

We believe insurance should fit your life — not the other way around. That’s why we provide a full range of solutions:

1. Life Insurance

2. Health & Living Benefits Insurance

3. Travel Insurance

4. Investment & Retirement Solutions

5. Group & Business Insurance

6. Specialty & Banking Solutions

We provide access to a wide range of financial products, including mortgages, home equity loans, reverse mortgages, lines of credit, investment loans, and personal loans. Through our partners like Manulife Bank, Equitable Bank, B2B Bank, and Evertrust Lending, we match you with solutions that fit your financial goals.

A mortgage helps you purchase a home, while a home equity loan lets you borrow against the value you’ve already built in your property. Both provide flexible repayment options and competitive interest rates through trusted Canadian banks.

A reverse mortgage, available through Equitable Bank, allows homeowners aged 55+ to access up to 55% of their home’s value in tax-free cash without selling their home. It’s ideal for retirees who want to boost their income, cover expenses, or enjoy their retirement lifestyle.

Independent advisors have access to multiple insurance companies rather than just one. This means we can compare policies, explain the differences, and recommend the coverage that truly fits your needs — not just what one company offers.

It depends on your goals. For example, life insurance protects your family’s future, health insurance covers unexpected medical costs, travel insurance protects you on trips, and business insurance safeguards your company. We’ll explain the pros and cons of each option and guide you based on your situation.

Yes — insurance is about protection and peace of mind. Even if you never make a claim, insurance ensures you and your loved ones are financially secure in case of the unexpected. It’s a safety net that helps prevent financial hardship.

• Term Life: Provides coverage for a set number of years (e.g., 10, 20, or 30). It’s usually more affordable.

• Whole Life: Lasts your entire life, with premiums that stay the same and a cash value component. We’ll help you compare which option fits your financial goals.

Yes. As your life changes — marriage, children, buying a home, starting a business — your insurance needs change too. Most policies can be updated, upgraded, or supplemented to make sure you’re always protected.