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

Financial Planning
Understanding your finances is key to planning for the future. We’ll craft a detailed report to help you understand your current financial standing, investment options, and retirement course.
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Everyone wants to feel secure in their future. You want to know your money will last, even if the market changes. Our Advisors can help you navigate retirement planning to ensure you’re set up for a lifetime.
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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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