Who are we

We are independent insurance brokers and we shop the market for you and offer you the best products available in Ontario. We have many years of financial experience and a wealth of business experience so that you can feel confident  that we have the right combination of knowledge, experience and products to help assist with your financial security. Whether you need life insurance to cover your house mortgage, health insurance, investment advice or a comprehensive farm or business succession plan we have the knowledge and experience for you to feel confident that we can help you to make right decisions for you and your life.

What we do

We visit with you at your home, farm or business and get to know you better, and, at the same time you get to know us better too. Together, as we get to know each other better we talk about your concerns, your worries and your challenges. We discuss where you are now financially and where you would like to be in the future. As our conversation unfolds, we help you to look at the concerns you have and discuss what you are worried about and how we can help you. Then we look for solutions to the challenges and concerns that you have expressed to us. We always like to see you with a written financial or retirement plan for you to refer to, and should you be interested in this, we would work closely with you to prepare a personalized written plan for you.


How we do it

We believe in offering the very best products and the best advice that we can to our clients. We analyze the information that you share with us and offer common sense advice to you. We would never give advice or suggest a recommendation to you that we would not follow ourselves. We work closely with you to determine what you goals are, and what your worries are at this point. Whether it is your home, your life, the financial security of your family or the future of your business that you are worried about, we help you to work through the confusion of insurance, tax laws and other aspects of the process to ensure that you feel comfortable and secure that you have the information that you need to make a decision on how to help to ensure your family's or business's financial security. From time to time we may not have the answer to the question that you might have, or the product or advice that you need. It's at these times we draw upon our network of resources and we find the answer to the question you have, or we find the product or service that you need, or the professional that offers what you are searching for.

For more information - contact us.


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