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What we offer at a glance

Group insurance policy

Group Insurance

A Compelling Group Benefits Package is Key to Attracting and Retaining Quality People Whether you're a small business owner or responsible for a large organization, one of the best ways to... Learn More
Critical Illness Insurance

Critical Illness & Cancer Insurance

Why do you need critical illness insurance? While healthy lifestyle choices can be your best defense against some health risks, a critical illness such as cancer, stroke or heart disease can... Learn More
Estate planning

Estate Planning

Using segregated funds to protect the value of your estate Your estate is the sum of your lifetime of hard work, smart investing and sensible financial planning. It is your greatest... Learn More
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Key Person Protector

Protect Your Business Against the Loss of a Key Contributor If a key member of your team was to become totally disabled, your bottom line may suffer in the short-term and... Learn More
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RESP

What is an RESP? A Registered Education Savings Plan (RESP) is an account for Canadian residents with children, grandchildren, or other qualifying beneficiaries to support and finance their post-secondary education. The primary... Learn More
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Whole Life Insurance

What is Whole Life Insurance? Permanent life insurance plans are life insurance plans in which the coverage remains constant until death, regardless of age. Many permanent plans are designed to grow cash... Learn More

Latest Articles

I’m only 28 years old and I never get sick. Why would I buy insurance now?

A couple riding bikes through a field

In the years I’ve been working as an insurance advisor, I have helped clients work through hundreds of questions about their insurance needs.  But one of the most common questions I get is “I’m only 28 years old and I never get sick.  Why would I buy insurance now?” Actually, this is the best time…

What is Critical Illness Insurance?

A man in hospital with a critical illness

This is a pretty common question I get from clients.  Many assume it is like the long term or short term disability plans they may be offered through their employer. In fact, critical illness insurance is quite different, although the critical illness plans work well with long term disability benefits.  Most commonly, critical illness insurance…

Don’t Cancel Your Life Insurance

Young family smiling

It is totally fair to compare market rates and life insurance policies to ensure you are not only getting the best rate, but also the best coverage. However, it is crucial to not cancel your life insurance plan until you have another plan fully lined up and paid for. The last thing you want is…

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Testimonials

I first met Frank several years ago through an exercise client of mine, who would later become his wife. He then became a client, himself. A while later, I was advised that I had a UPS pension that was coming to term. I told Frank about it, and he suggested that I transfer it out, so that it didn't stagnate until I was eligible to draw upon it. That was over five years ago. Since then, the investment portfolio has averaged an eight-percent return every year. I receive a status report every six months, and am very happy with the return. Frank has done a great job looking out for my interests. He is very knowledgeable, and has answered my questions on multiple occasions. I highly recommend him and his company.

Regarding Lindsay Cooper, the reviewer who gave a one-star rating, I don't think their reaction/comments were fair or appropriate. Cold-calling is one form of generating business for some companies. If it didn't work, no one would be doing it. It's not like they have products on a shelf at Walmart. Believe it or not, some people actually appreciate it, because they may have been wanting to invest, but didn't know where to start. Additionally, financial planning must be a worthwhile endeavor, considering Frank's been in the industry for over two decades.

Also, it is up to the individual to confirm what their call display says, not just assume. It is not a scam to have a name that is similar to another company. You just have to actually read it.
- Marc Noel -