Insurance
Services

Inspiring clients to realize their Lifestyle Dreams.

To complement our own expertise, we have developed a well-placed network of Strategic Alliances with tax accountants, estate lawyers, notaries, general insurers, and other professional advisors. We have also included some of our lifestyle alliances who will help improve other elements of your everyday life.

VIEW OUR STATEGIC ALLIANCES

Insurance for employers

Group Benefits (Life, Health, Disability, Pension, RRSP, Profit Sharing)
Association/Professional/Franchise Group Programs
Travel Accident & Assistance Insurance
Executive Compensation Planning
Risk Management Services
Buy/Sell Agreements and Insurance

Insurance for Individuals

Corporate Life Insurance – Key-Man, Partnership, Collateral
Personal Life Insurance – Term, Permanent, Estate, Universal
Disability, Health, Dental, Travel Plans
Annuities to fund Charitable Contributions

Financial Planning

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Tax Planning

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Segregated funds

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Estate Planning

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GIC

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What is the Dream achiever process?

how can it help you achieve you dreams?

explore The Dream Achiever