As an Independent Brokerage, we offer a wide variety of Insurance, Investment, and Financial Services for individuals and families, and we specialize in Risk Management Solutions for businesses. We provide a comprehensive and unbiased analysis to ensure the best solutions for you, short and long term, allowing for flexibility as your needs change over time.
Every family and every business is unique, we build custom strategies and seek the best products and services to meet the individual needs of our clients.
Every family and every business is unique, we build custom strategies and seek the best products and services to meet the individual needs of our clients.
Services
Every financial services company claims to have the best products and services, and claims to put your needs ahead of their own. So why us? What makes us different? We prove it. We accomplish this with our client education process, professional needs analysis, full disclosure, and our uncompromised personal service.
Like most working Canadians you likely have accumulated some sizeable assets over the years such as your home, vehicles, rental or vacation properties, investments, and so on. Have you ever wondered where the money came from to purchase these assets? Well, it's from your paycheque. You could lose one of your assets, and as long as you have a paycheque coming in, you can survive and rebuild your financial life.
We all know someone who has suffered a life threatening condition such as a Heart Attack, Stroke or Cancer. It affects each person in a different way, however, one thing is common: their lives are changed forever. There are fixed medical costs, time off work, home renovations in more serious cases, including nursing care costs, and so on.
It is common for banks and credit unions to request insurance on mortgages, credit lines, car loans, and other forms of debt. There is a significant difference with private or independently owned policies, and the difference in payout at claim time can be substantial. In all cases we offer improvements in quality, and usually at a significant savings.
We live in a world of ever improving medical advancements and technologies. For some, this is a good thing. For others, it is perhaps forcing us to live beyond our normal life expectancies, and in many cases at less than optimal health. Many of us in time will require the services of a Long Term Care facility or perhaps in home nursing care.
Reviews (1)
Don Lester
Dec 28, 2012
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