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 confidential and only takes 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 several of the largest companies in Canada.
  • 7 different health and dental plans for individuals and families from 4 different insurers.
  • 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

Supporting your parent’s legacy

May 15, 2022 - Canada Life

If you find this is a dialogue your parents are avoiding, you can take the lead in initiating it...

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Inflation 101 – what’s inflation and what does it mean for you?

May 05, 2022 - Canada Life

Let’s take a look at some of the positive and negative aspects of inflation...

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The true cost of vehicle ownership—how much to budget for a car

May 01, 2022 - Canada Life

Whatever way you choose to acquire a vehicle, it’s important to stay within your budget; whether that’s for a down payment or for financing...

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