Meet our Team
Our Clients work with Us to protect their Families and Futures. We are proud to be the # 1 Advisory Team to households, business owners and professionals. We are accountable only to You. We believe in the importance of leading with education and providing good guidance at every stage of your financial journey. For our Clients, that means promises kept and financial peace of mind. Because when you’re in control of your money, you can truly spend your life living. We’re in it together with you. Transform your Life Today
We are a Team of Professionals who possess the experience and sought after expertise required to serve the individual planning needs of Individuals and Professional Successful Business Owners. And with proper insurance and financial planning, our Clients are pleased to save tax, grow capital daily on a foundation of guarantees, keep more money available to their household and business, retire by design, and create a significantly larger estate.
In addition to our in-house Team, we are backed by associations with expert Accounting and Legal Professionals. We rely on the good guidance of these Professionals to ensure that our unique strategies fully comply with best practices in business planning, as well as provincial and federal guidelines. We are licensed in most Canadian provinces, enabling us to easily facilitate planning situations nationwide.