Welcome to Our Financial Plans

We’re here to provide information and knowledge about financial products and services to our existing clients, as well as to others that may be interested.

Take a look around. In the coming weeks and months, we hope to add significantly more content, along with our 12 Square Challenge, as well as a fun little contest!

Buy now - if you're looking to purchase or obtain a quote online.

For example, if you need travel insurance, we have links to five of the largest insurance companies in Canada. You can obtain a quote and obtain coverage in minutes!


Take the 12 Square Challenge

Test your financial plan now.  Take the 12-Square Challenge in 12 minutes.


Recent Posts

Prepare for your financial future this Chinese New Year

Jan 15, 2022 - Canada Life

Chinese New Year is a celebratory time involving family reunions and gift-giving between families, friends and business contacts. It’s also a time for one to reflect on the past year and prepare for the new one....

Read more

How to set your financial resolutions for the New Year

Jan 01, 2022 - Canada Life

Looking for a New Year’s resolution? Consider your financial goals as part of your plan for 2022...

Read more

Be your own Secret Santa this year

Dec 22, 2021 - Canada Life

Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...

Read more

For individuals

Learn more about protecting your family and yourself, as well as planning for your retirement.

Learn More

For groups

Group Benefit Plans, Group RSPs and Pension Plans

Learn More

What do people think of us?

"Purchasing Insurance policies is one thing but understanding what I purchased is more important"

"I would like to take this opportunity to thank you, and your staff, for the hours of assistance provided to ensure the process was made as simple as possible"

"Service like this is priceless and not easily found in today’s world"


That you can buy now, online:

  • Individual health plans
  • Critical illness insurance
  • Travel insurance
  • High-interest savings accounts

See all products