Welcome to Our Financial Plans

"A roadmap to your financial success"

We’ve updated our website with lots of great information about financial products and services, including some tax-efficient strategies, 
our Buy Now link for people looking for a quote or to purchase coverage online, and our famous 12 Square Challenge.

Take the 12 Square Challenge

This little test is strictly confidential and should only take you 5-10 minutes.
The goal is to help you identify which areas of your current situation you might want to review and improve.
 

Not sure where to start?

Our Buy Now page is a great place to obtain quotes or to purchase online.

  • We offer travel insurance from 5 different providers!
  • 7 different health and dental plans for individuals and families from 4 different insurers.
  • Life insurance- coverage regardless of health
  • Critical illness insurance - it's simple and affordable! (Get started with 4 yes or no questions)
  • High-interest savings accounts from Manulife Bank.

Investment and Retirement Plans

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For Business Owners and Professionals

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Insurance Protection For Individuals and Families

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Recent Posts

Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

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4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

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Understanding the gender pension gap

Mar 08, 2023 - Canada Life

The gender pension gap means that women are at an increased risk of living in poverty in old age...

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