There are two different types of it in Canada. One has risks that many may not be told, for varying reasons. If you got it through a bank or mortgage broker, you need to check in for 15 minutes. Book to find out more!

Simply put, we work with a broader range of products in the market and use different strategies. The bank is the best at posting quarterly profits, where do you think those come from? Ours come from you winning and wanting to stay with us for the long term. Book to find out more!

No, we are not Financial Planners. We are LLQP licensed Advisors that understand how and where to leverage different products to the maximum benefit of our clients, by helping them build these strategies into their lives and businesses through a process. While this sounds a lot like a Financial Planner, we are humble but successful Advisors.

We help businesses grow from small seeds to powerful forests. As you hit milestones and growth targets, key advice pays off all along the way. You got there all on your own, that's a major accomplishment, we salute you. If we were to show you advanced strategies on how to keep more of what you make, pay less taxes and streamline you for sale or succession, would you say you feel confident you have already done all of that? If any of those answers are no - Book to find out more!

Think of Life Insurance as a tool. It has many different applications because instead of just being a hammer, which is how most people see it, it is actually an entire tool bag. Used properly in the right places, it is a POWERFUL wealth building and preservation tool. Do you feel confident that you have used it in every way possible? Book to find out more!

Just..... No. Life Insurance, as alluded to above, is a versatile tool in both Personal and Business risk management, wealth accumulation and preservation. There are several ways to use it to do all of that, even while you're alive and well. Book to find out more!