Products and Services

No matter your specific needs, we’ll help you invest your dollars into smart choices that will leave you feeling comfortable and confident in your financial situation. All in all, our team of experienced, professional and honest advisorsgo above and beyond for their clients and truly look forward to getting to know you and what your goals are.

Insurance Plans for Families & Individuals


We have access to a broad range of insurance plans, investment products and retirement income solutions.. If you’re ever unsure about which short or long-term solution is right for you, we’re here to help you decide and make an informed decision. Better yet, we’re here for you throughout the entire duration of your insurance policy so you’re never left in the dark or without professional and honest advice.
Individual life
Critical illness
Health and dental insurance

Did you know:

We can provide disability coverage that’s designed to help address your needs and protect your ability to earn an income.
1 CIA 86-92 Aggregate Table & 1985 Commissioner’s Disability Table A (Experience Table)

Reach Out To One Of Our Helpful Advisors Today


Do you understand all the benefits associated with mutual funds? Do you know how death benefits and maturity guarantees work? Have you purchased a new home or have a mortgage renewal approaching? Then why not let our team help you make smart moves while keeping your best interests in mind? We’ve helped clients make critical decisions while creating a stress-free environment for them. You could be next.
Mutual funds
Segregated fund policies
Guaranteed interest options and payout annuities


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.

Insurance Plans for Businesses

After pouring your heart and soul into your business, don’t you think you deserve to keep you and your assets protected at all costs? Whether you’re looking into individual or group benefits, we have access to a variety of different products that address your specific requests.

Individual Insurance Products

You deserve success. If you or your partner unexpectedly pass away, it’s crucial you keep your business operating while still being able to cover certain expenses like loans and other debts. It’s also crucial to address your employees’ needs too with reliable disability insurance or critical illness insurance.
Life insurance
Disability insurance
Critical illness insurance

Group Insurance Products

Keep your employees intrigued by your business and make them feel safe and secure with benefits that assist with things like dental, healthcare, wellness, travel, life insurance, and more.
Benefits plans for small business
Disability insurance
Wellness and disability benefits
Life and accidental death and dismemberment benefits
International benefit plans
Online Services


Either give us a call or fill out a form to get started, and we’ll get back to you in a timely manner.