A smart way to invest
The investment world is rapidly changing – for the better in my opinion. One way this is changing is that people are recognizing how much they are now paying in fees. Mutual Funds and Segregated Funds are extremely expensive and most managed funds rarely [...]
The Death of Long-Term Care
Unless you are an insurance broker, you likely never heard of long-term care insurance. This is unfortunate as it provides a solution to a significant concern for most retirees – outliving your money. RBC discontinued individual long-term care sales in 2012 (still available for [...]
A Referral You Can Trust
A couple weeks ago, one of my clients asked if it was ok to pass along my name to a close family friend who needed help with their insurance. They were very relieved when I said yes. A referral doesn’t just help me build [...]
The Most Important Policy Most People Don’t Have
You know you need insurance to help protect you from the unexpected. You carry auto insurance because you acknowledge the possibility of an accident, theft, or vandalism. You carry homeowner's insurance because you know a fire or burglary could happen to anyone. You probably [...]
Choosing Your Life Insurance Policy Beneficiaries: Making Sure All Your Loved Ones Are Covered
Choosing the beneficiaries for your life insurance policy is one of the most important decisions you will make. Life insurance is, after all, meant to protect your family and loved ones. While your immediate family may seem to be the obvious choice as your life insurance [...]
The Importance of Disability Insurance
Many insurance advisors have not actively discussed disability insurance with their clients. While most brokers have the ability to sell, most do not due to the complex nature of the product. What this means is that many insurance advisors typically focus on the life insurance – [...]
We would love to discuss your lifestyle and insurance needs.
No high pressure sales tactics. We simply educate you on making the best decision for you. We proudly serve Ontario, Alberta, and British Columbia.
We have adopted a proven systematic approach to working with clients virtually, which allows us to get to know our clients and help them make an informed decision on what insurance solution is best for them.