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The Companies We Represent

The value of working with our firm is that we can go “to market” for you. Gone are the days when you needed to take the time and energy to shop around from company to company in order to find the right solution for your business, or your family. We will do the heavy lifting for you. Our team searches across companies to find the best solutions for your individual needs.


Our recommendations are built using Canada's best financial institutions to provide our clients with competitive pricing from reliable and trusted companies. Companies like some of Canada’s biggest banks. RBC Royal Bank of Canada and Bank of Montreal, for example. We also work with some of the oldest insurance companies of our time, like Canada Life which established back in 1847 and has grown into one of the largest in our nation.


When it comes to providing sound financial advice, we strive to equip you with present-day information that is meaningful and impactful, and as unique as the person receiving it. Below are just some of the companies in our toolbox that we use to serve our clients.


Canada Life, London Life, Great West Life, Quadrus Investments
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