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Our Services

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We understand clients have different goals and objectives. In order to achieve cost-effective coverage, we work hand in hand with your team to leverage available financial resources to achieve desired outcomes.
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Our clients work closely with a team of dedicated professionals who assist and support your business needs.

It has always been our goal to establish long-term, high-touch relationships and this proven approach has sustained our business for over 70 years.

 

  • Succession Planning

  • Key Person Insurance

  • Buy Sell Insurance

  • Business Overhead Insurance

Corporate Services
  • GDPSP

  • GTFSA

  • GRRSP

  • Retirement Education

  • Defined Contribution Pension Programs

  • Pension Plan Wind-ups

Group Retirement
  • Life Insurance

  • Accidental Death and Dismemberment

  • Long Term Disability

  • Health and Dental

  • Employee Assistance Program

  • Medical and/or Security Evacuation

  • Wellness Programs

Global Benefits
  • Health Care

  • Disability Insurance

  • Critical Illness

  • Long Term Care

  • My Dignity Simplified Long Term Care Insurance

Living Benefits
  • Estate Planning

  • Generational Giving

  • Planned Giving

  • Family Trusts

Fiscal Strategies

  • A Financial planning strategy for high net worth individuals

  • Provides you the opportunity to let your money work twice as hard

Immediate Financing Arrangement

Industries We Serve

Banking & Financial Services
Law
Engineering
Film and Entertainment
Manufacturing and Packaging
Club Management
Information Technology
Tourism
Mining
And many more industries...
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