Who We Are

What sets us apart:
We work with well known business leaders,
We work with professional athletes...the "stars" and the "journeymen." 
We work with well known physicians and dentists
We are not owned by a bank or insurance company
We are independent and objective

We provide the following services:
Insurance Solutions
Tax-exempt Whole Life and Universal Life Plans
Term Life Insurance
Critical Illness Insurance
Disability Insurance
Investment Solutions
Registered Retirement Savings Plans (RRSP)
Tax Free Savings Accounts (TFSA)
Estate and Tax Solutions *
Wills
Powers of Attorney
Advanced Health Directives
*We work with Private Bankers, qualified Chartered Accountants and Lawyers to deliver estate and tax solutions.
Professional Incorporation*
Shareholder and Buy Sell Agreements*
 
Find out how Rick can help you:
Business owners  |  Physicians & Dentists |  Professional Athletes