Advisory Services

Whether you’re focused on growing your investments in a tax efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage.
Investment planning
Retirement planning
And advice on many other areas

 Instant, online, in minutes

Reduce Your Liabilities With Proper Planning

Proper tax planning utilizing insurance solutions is the most effective way to accumulate passive wealth inside your company, to access those funds virtually tax-free and to transfer it in the most tax efficient way to your beneficiaries.

We specialize in identifying the top tax planning strategies by taking the time to understand your business and lifestyle goals, and help you reach those goals.

Investment Planning
We offer access to high-quality products to best serve our clients. The most popular types of investments we offer are RRSP’s, TFSA’s, and non-registered accounts.
Retirement Planning
We can help you look at the whole financial picture with flexible plans that can change at every stage in life, quality investments, exceptional security, and responsive service.
Home Ownership
Privacy Usually a good investment More stable housing costs from year to year Pride in ownership and strong community ties Tax incentives Equity buildup (savings).
Estate Planning
Estate planning determines how you want your assets to be owned, managed and preserved during your lifetime and how you want them dispersed after your death.
Tax Planning
We specialize in identifying the top tax planning strategies by taking the time to understand your business and lifestyle goals, and help you reach those goals.
Cash Management
Get a professionally managed portfolio in minutes and have the opportunity to invest in companies from around the world.
Business Ownership
There are four main business structures in Canada: — Sole proprietorship – You are the business and own 100% of it. — Partnership – There are two or more owners of the business. — Corporation – The business is a legal entity separate from its shareholders.
For losses when a key person dies or is unable to work.
To protect profits… offsetting lost income from lost sales.
To protect shareholders / partners in case one is disabled or dies by providing the cash needed for a buy out.
Advisory Services
Your Investment Advisor will collaborate closely with our Estate and Insurance Advisors (Financial Security Advisors in Quebec) to help with all of your insurance needs.
Simpler, smarter,
more rewarding
life insurance.
We think life insurance should be more about living. So we’ve reinvented it to help you get on with life.
Do everything online, in no time
Qualified support when you need it
No paperwork, no jargon
Your coverage starts immediately
Insurance, at the best possible price
Not sure what insurance you need? We can help.
Answer a few simple questions.
We'll show you a plan and quote.
Save your plan for later or get covered today.
 100% no obligation to accept.

Get Life Insurance to take care of Your loved ones Income Protection Financial Security Wealth Creation Funeral Expenses And Much More...

World-class coverage that rewards you with
wealth while you’re alive.