Services Across Canada

• Home & Auto Insurance referrals  
• Life Insurance (A better alternative to mortgage/credit protection insurance. Uninsurable? We still may be able to help) 
• Will Preparation (Do you have a will in place? Can you update it easily online?) 
• Critical Illness (A lump sum of money paid to you when you get a critical illness. 1 in 3 people will be diagnosed with cancer) 
• Disability Insurance (A monthly amount paid when disabled. 24/hr coverage . Many work plans only cover you at work)  
• Travel Insurance (Covers COVID-19)  
• Pet Insurance (Cats / Dogs only) 
• Health / Dental Insurance (Standalone or top-up at work coverage) 
• Commercial / Business Insurance 
• New / Used Vehicle Warranty (Typically a better rate and coverage than offered at the dealership)

• Tax Shelter (Individual or Corporate)  
• Segregated Funds (low to medium risk, offers guarantees)  
• Whole Life and Universal Life (estate & tax-saving advantages. 
• Child ULs have many advantages)  
• TFSA (One of the best tax-saving investment vehicles. Are you saving monthly & getting a decent net return?) 
• RRSP (Tax Season is coming, are you taking advantage of the tax deduction?)
• GIC (low risk and lower returns. We can show you better GIC options than offered through a bank) 
• LIRA (Moving a pension? Let us show you some stable, low risk and decent net returns options)  
• Debt Strategies 
• Kids Education RESP (Take advantage of government grants. Better performing net returns than the banks)  Disability RDSP (If you qualify, take advantage of one of the best government grant options in Canada) 

Mortgages Rates are projected to go up. Pre-qualify to lock in for a 90-day rate guarantee or consider options with a current mortgage.  

Life insurance is a superior alternative to mortgage insurance for those who can qualify.