Who we are?
About us? We help you make smart and informed decisions
Experienced independent insurance brokers help you make smart and informed decisions about the best options available in Canada.
We aim to provide advice and services that provide financial protection and security as you work toward important milestones. Having broad access to the Canadian marketplace means our clients have greater access to choices and tailored recommendations based on their needs and situations.
We compare coverage and rates from Canada’s most trusted life insurance companies to ensure our clients get the best possible coverage at an affordable price.
Let us tell you a short about our Journey
Independent advisors provide guidance, expert advice, and choice to help ensure you have confidence and peace of mind knowing you’re covered.
Needs Based Solutions
Consultative Approach
Better Outcomes
Traditional, non-traditional, and guaranteed issue coverage from
Canada’s top life insurance companies
Insurance Specialist and Founder
Life should be about taking time to worry less, no matter what tomorrow holds. We help our clients make smart decisions based on their current situation, vision for the future, and what they want to plan and protect.
Vaneesa Cline, BCS CLU CHS PFA
Principal, Financial Planner
Clarity and confidence. Together, we can create a plan to help you achieve your financial goals.
Knowledge and Expertise
Advisors who hold additional insurance and financial designations beyond regulatory requirements have committed to better serve their client’s needs.
CLU® Designation
CHS Designation
PFA™ Designation
Member of Advocis
Member of GAMA
GAMA Global Canada
Independent
Unbiased Advice
How We Work
We respect your privacy and keep your information secure.
Consider working with a knowledgeable advisor whose livelihood depends on doing things right, not reaching targets. It costs you nothing, and they have a better understanding of how you can qualify for the best rates, with which carriers, and without jeopardizing your plan.
Confidential information must be managed with due diligence and care. Your advisory team should have trusted relationships, connected and involved in the industry to stay up to date on regulatory changes, best practices, compliance support, and product and technology changes.
In an online environment, you can work with anyone across Canada who is licensed in the province where you live. By supporting professionals who live where you live, you are helping support the community first and keep those dollars in your local economy. A win-win for everyone.
How are you going to solve your asset protection puzzle?
Tailor made advice
We got you covered, so you can focus on recovery.
