Whether you're a one person show enjoying the freedom of working from your home office, or you're looking after the needs of fifty or more employees - whatever your situation, we can help. We work with all of the major carriers including the Chamber of Commerce Group Benefit Plan which is referred to as the #1 benefit plan in Canada for small businesses
We aim to exceed our client's expectations by providing sound financial guidance and exceptional customer service. Your financial well being plays a large part in everyday life, but the goal is to aleviate the stress attributed to such well being. A persoanl relationship with all clients to build the required trust needed to offer financial assurance
Joe began his career with the administration and servicing of group employee benefit and pension plans. Joe has developed his expertise by simply being on the job with business owners and upgrading his qualifications via professional development opportunities and industry designations.
A graduate of St. Francis Xavier University and Mount Saint Vincent
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