Services

Protect your assets

Income protection – your income (realized and unrealized) is one of the most valuable assets you have. Your family and you depend on your income, insuring your income provides financial stability when you are unable to work or no longer around to provide for your family.

Solutions:

Term Insurance
Whole Life Insurance
Universal Life
Critical Illness Insurance
Disability Insurance

Health and Dental Insurance - Your health is your greatest asset. It is important to ensure that we remain fit and cover ourselves with unforeseen health needs. Protect your family and yourself from unwanted out-of-pocket healthcare cost. Get in touch with our committed advisors to explore the best premium rates to secure a health insurance.

Wealth Building

Savings and investments – Do not delay. The best time to save and invest is yesterday and the second-best time to do it is now.

Solutions:

Registered and non-registered savings account
Educational Savings Plan
Retirement Savings Plan
Wealth Management
Guaranteed investment certificates

Travel and Visitor Insurance

Travel Insurance for Canadians- Your just in case solution for a hassle-free trip.

Single-trip/Multi-trip Emergency Medical Plan (Outside and within Canada)
Single-trip/Multi-trip All-inclusive Plan
COVID-19 Pandemic Travel Plan
Trip cancellation and Trip Interruption Plan

Visitors to Canada Travel Insurance - for your family members when they visit you in Canada.

Single-trip plan
Super Visa Insurance

Coaching

ROAD MAP, a guide to financial planning

Road map, a guide to financial planning was envisioned to promote awareness and help individuals to discover or rediscover their financial needs.

In this program, the objective is to provide a road map to achieve your financial goals, or at least help you carve your own path towards your goals.

Blueprint on wealth building

Blueprint was designed to help individuals appreciate the basics of how investment instrument works. It is an informative session to introduce concepts that will equip us with the necessary faculties to prepare a blueprint for wealth building. Visit our facebook page for more events and coaching sessions. Visit facebook page