top of page

We do not sell any of our own products. We partner with 50 world class companies and some of the biggest financial brands in Canada (banks, insurance companies and investment firms). We are licensed professionals through Canadian regulatory bodies; however, we get to take an unconventional approach to financial planning.

We focus on education as the forefront of our planning process, which the traditional industry does not. We want to empower our clients with knowledge. Once we identity the areas of concern, we can go to the top insurance companies, investment firms and insurance companies
to find the products that best fit our clients and bring these products right to them. We are also able to get exclusive deals for our clients.

We believe all our partners have great products; however, one company cannot fulfill the needs of all Canadians. Since we do not work for any of these companies and only have business relationships with them, we are fully able to take an unbiased approach to our planning
process, ensuring our clients have products that will truly help them reach their financial goals.


Online Financial Literacy & Business Development Courses

Financial literacy workshops (Non-profit organizations, corporations, and schools) Tailored for children, youth and adults.

Debt Repayment Programs

Mortgage Referral Program


Term Life Insurance

Universal Life Insurance

Whole Life Insurance

Critical Illness Insurance

Disability Insurance

Health & Dental Insurance

Employer Group Benefit Plans

Travel Insurance

Estate Planning



Tax Free Savings Account (TFSA)

Registered Retirement Savings Plan (RRSP)

Registered Education Savings Plan (RESP)

Registered Disability Savings Plan (RDSP)

Mutual Funds

Pension Plans

bottom of page