We began in 1985 serving the communities of Newmarket, Bradford and Aurora, specialising in retirement and estate planning, life and disability insurance and employee benefit plans for business owners and professionals. Today, on behalf of our business & individual clients we provide financial advice on client portfolios totaling over $120 million of investment assets, over $100 million of annual life insurance premiums and consult on a number of health benefits plans for businesses across the country.
things you understand.
your investment portfolio can work best for you.
exceeding your goals.
assets & over $100 MM of insurance.
a number of health benefit plans for businesses across the country.
About Our Company
Our Services
For Individuals:
We offer various services to our individual clients. From insurance planning and tax effective investment solutions and to retirement and estate planning.
For Businesses:
We start first by assessing a benefit plan as we would assess our own. Next, we use our knowledge of the industry products and pricing to help you get the best value.
Contact Us
Thank you for taking the time to visit our web site. Should you have any questions, we would be happy to hear from you. Please feel free to give us a call or take a moment to complete the form below and one of our friendly staff will contact you shortly.
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