Our Clients

"Stephen has been invaluable in assisting us with our insurance needs as both self-employed small business owners and the parents of two young children. He is easily reachable, and has demonstrated a knowledge of his products that instills the utmost confidence on the part of his clients."

- S.I., Kanata, ON

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What do you have planned?

We design customized financial solutions with a clear understanding of each client's needs and goals.

Circumstances and responsibilities change over time, and financial planning should too. We help our clients make adjustments for career and lifestyle changes, retirement, the birth of children and grandchildren, and other major life events.

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For your life

From investments and life Insurance, to long term care and estate planning, we provide advice for all stages of life.

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For your business

We specialize in employee benefit plans/group benefits, group pension & RRSP plans, as well as key-person, critical illness and life insurance for business.

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