“We’ll help you and your employees plan for the future with a full range of investment and insurance products.” —Andrew Clarke, CFP


Group Benefits & Pension Plans

  • One to five hundred employees
  • Tailored to your requirements
  • Stand-alone or association plans
  • Free no obligation quotes
  • IPP, RPP, RRSP, and DPSP plans
  • All major insurers represented

Segregated Funds

  • RRSP and RRIF (all varieties)
  • Capital guarantees up to 100%
  • All leading firms offered
  • RESP and In-Trust accounts
  • Creditor protection potential

Disability Insurance (limited basis)

  • Blue Collar, Owner and Professional
  • Guaranteed and non-guaranteed rates
  • Flexible start/stop dates
  • Business overhead expenses
  • Funding for Buy/Sell agreements
  • Rate shopping

Life Insurance (limited basis)

  • Term, Permanent, and Universal Life
  • Funding for Buy/Sell agreements
  • Rate shopping