We are a group of legal, tax, and financial professionals working together to provide our clients with a holistic mastermind approach to wealth accumulation and insurance planning.
Our brokerage is focused on the needs of today’s highly skilled professional.
We are committed to closing the gaps that usually go unnoticed with professional association and group benefit plans. By utilizing the strong relationships we’ve built with some of the largest, most reputable life insurance companies in the country, we have access to a wide range of products, strategies and industry expertise, which we use to design personalized insurance portfolio’s.
These portfolios are designed to support the business model while also protecting the interests of the directors and shareholders of Canadian corporations, senior executives, business owners, entrepreneurs and their families.
What makes us unique
We believe there's more opportunity in avoiding the unnecessary losses than there is in trying to pick the winners.
No.1
Our approach to wealth accumulation and protection is focused on helping clients reduce risk by becoming more efficient with what they already have.
No.2
By turning conventional wisdom on its head and uncovering myths which most clients believe to be true, we help you to find the inefficiencies in your current economic model.
No.3
Let us help you to regain control of those transferred dollars. We'll help you put them back into your accumulation plan for a brighter tomorrow while also enhancing your current lifestyle.
Insurance for Corporations
Funding the shareholder agreement should be one of the key concerns in any company’s financial planning process, however, unfortunately it is an issue that is commonly swept under the rug and forgotten entirely.
