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

Five ways you can spend less on entertainment

Jun 15, 2022 - Canada Life

To help you stay on budget while still doing the things you enjoy, check out these tips...

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May 2022 market update

Jun 07, 2022 - Canada Life Investment Management Ltd.

Canadians aren’t just having a difficult time at the pumps. Read our monthly update to find out what’s been moving markets...

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Financial planning for LGBTQ+ families

Jun 01, 2022 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to LGBTQ+ individuals, partnerships and families. Here are some considerations for your individual LGBTQ+ financial planning...

Read more