Insurance

Insurance can be a powerful tool to help protect your financial security. 

A sound wealth management strategy includes insurance coverage to protect your assets against unexpected events. Whether that be large expenses like health care costs or less tangible risks such as property damage caused by natural disasters, we’re here to help you protect yourself and your family.

According to Policy Advisor:

“Almost 2 in 5 Canadians rely solely on their employer for life insurance coverage. 14% state they don’t have any life insurance cover at all.”

Financial security is a priority for many people and businesses. Insurance can help protect what matters most, including ensuring your family is protected in case of an emergency

From basic life protection to tax-sheltered investing, and even more advanced strategies, we can help you understand each insurance option, its potential benefits, and how it fits into your overall wealth management strategy.


Jamie Cunningham
Mortgage Broker
Michelle McCullough
Mortgage Broker

Other Services

Investments
Investments play a key role in building your ideal future. Yet, the space can be overwhelming, confusing, and full of surprises. Our Advisors help you sort through the noise and offer investment advice tailored to your needs.
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Mortgages
Homeowners face unique investment challenges. Our affiliate mortgage partners at PG Mortgage Broker are here to help you manage your assets, explore new investments, and get the most out of your mortgage plan.
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Group Benefits
Group benefits help cover a portion of your health care costs. Our plans can be customized to include the benefits and services you want, and to fit within your budget. Having group benefits can help improve your ability to access the health care services you want and need, and give you peace of mind knowing you will have financial support should an unexpected event arise.
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