
Financial Security For Every Life Event
We have an extensive collection of financial services that will help bring you security through every specific stage of yours and your family members’ lives.
We offer A Strong Sense of Security For Families & Businesses

Secure Your Finances
You can reduce your financial risk by choosing the right health and life insurance.

Secure Your Investments
We have insurance plans that will complement your specific investment portfolio.

Protect Your Home
Keep your family home in the family, even in the event of death with mortgage protection.

Guiding You Through Difficult Decisions With Compassion & Ease

A Personalized, Comprehensive Approach

Years Of Valuable Experience & Knowledge

A Trusted Company With Quality Resources
Contact Us
Ready to learn more about the types of insurance we can secure for you while adhering to your budget? Then consult with one of our advisors today.
Products & Services

Families & Individuals
Insurance
Life insurance is a huge part of yours and your family’s lives, especially when it comes to health and dental insurance, disability insurance, and more.
Investments
From mutual funds to segregated fund policies or mortgages, let’s discuss what you need and deserve.
BUSINESSES
Individual Insurance
Individual insurance plans include disability insurance, life insurance, and critical illness insurance.
Group Benefits
Bring your employees a sense of security with insurance plans such as health and dental benefits, wellness benefits, and more.

OUR TEAM
Meet Our Advisors Who Can Provide You With A Wealth of Knowledge

David Krug
Certified Financial Planner®

Matthew De Berardinis
Financial Security Advisor

DAVID LANGILL
Certified Financial Planner®

Peggy Chu
Marketing Associate

Sharon Sedore
Financial Security Advisor
