Looking for Financial Guidance?
We’re Your One Stop For Independent, Unbiased, Free Financial Advice.
Expert advise. Personalized Solutions. Free.
Working with our team of brokers means we get to shop the market for you – we are your personal shopper.
We can find the product you need at the lowest price – at no cost to you.
RETIREMENT PLANNING
EState solutionS
Life Insurance
Disability Insurance
lIVING BENEFITS CRITICAL ILLNESS COVERAGE
RETIREMENT PLANNING
MODERN FINANCIAL PLANNING
EState solutionS
Aligned with top Canadian Insurance Companies. Let us shop the market for you. We will find you the product you need, at the best price.
Your Tailored Solution Is Just A Meeting Away.
- STEP ONE
Answer A Few Quick Questions.
Help our advisors get prepared by answering a simple few questions ahead of your meeting.
All further details will be discussed together.
- STEP TWO
Meet in the comfort of your home, virtually!
To keep things as simple as possible for you our advisors meet you face to face on a zoom call which means getting to your meeting is easy – no traffic, no searching for parking, no hassle!
All you need your smart phone or laptop to connect to join the call.
- STEP THREE
Your Personalized Solution.
Our advisors will work with you to assess your needs and find the right products at the best prices. They will walk you through any application processes & help you understand the underwriting required, where needed.
Tailored Solutions. Step by Step guidance.
Help every step of the way.
Once your policy is in place our team is here to provide you with the on-going communication and support you need. Life Changes, and when it does, we are here to help!
Financial Questions?
We have got you covered.
Our financial experts are here to help you navigate your finances. You have goals, and we want to see you and your family achieve them! We can help your with your:
- Financial Planning: Investments, budgeting, and short/long-term goal setting.
- Protection & Legacy: Insurance, retirement, and estate planning.
Insurance Questions ?
Let Us Help you.
You aren’t alone. There is a variety of insurance options in the Canadian Market. Let’s work together to assess your insurance needs, review the options available and compare the prices.
Already Have a Policy?
No Problem - Let’s Review it !
Life changes can affect your insurance needs. If your situation has shifted since purchasing your policy, you might be over or underinsured. It’s time to review your coverage. Have you since:
- Financial Changes: Bought a home, changed jobs, or adjusted income.
- Family Changes: Had children or experienced relationship changes (new or breakdown)
Financial Advice,
Tailored Solutions made simple.
I’m Sure You’ll Be Happy You Got Started Today.
Our Advisors are here to help you
make sense of the dollars & cents.
Financial Advice,
Tailored Solutions made simple.
I’m Sure You’ll Be Happy You Got Started Today.
Our Advisors are here to help you
make sense of the dollars & cents.
Tailored Solutions.
Forget one-size fits all products or robo-advisors, we work with you one on one to find the right product, based on your needs at a competitive price.
Advisor Support
We are here for you, right from day one. Reach out to our team anytime!
Competitive Pricing
We work with multiple companies so we can shop around and find you the best price for the products you need.
I'm Sure our Canadian Investment & Insurance experts Are Right around the corner.
Our company believes in providing you with expert financial advice at no charge.
We believe that all individuals and families deserve to understand the products available to them, when and why they need them, and have access to the top companies in Canada & competitive pricing.
See The Provinces We Service Below :
I’M SURE FAQ
You Asked - We Answered!
A brief overview we offer investment advice, insurance options, retirement planning, and estate planning.
We do not charge fees to our clients. We are independent brokers who earn commissions on sales made and assets under management.
We help a variety of clientele with portfolios that range from just getting started to very established.
We can help you develop a personalized retirement plan by assessing your current financial situation and recommending strategies to meet your future income needs. They can guide you through investment options, tax strategies, and risk management to ensure a secure and comfortable retirement.
This is a tailored approach factoring in your time horizon, risk assessment, net worth and then strategically considering the correct asset allocation, and diversification.
Simple! Get in touch with us and we will book a one on one meeting with one of our advisors. They can help you better understand your current financial situation and provide you with more information on the products and services they can offer.
In the beginning there may be several meeting when establishing a financial plan. From there quarterly, semi annual or annual reviews are outlined so we can make any required adjustments to ensure alignment with your goals. But we are always here if you have questions or need to meet due to a change in circumstances.
I'm Sure we have the advisors, advice, and the products & prices your family will be happy with!
The best part, our expert advice and on going support is free to use!
