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Risk Management

You can't control the unexpected but you can control how you'll respond.

Life and health insurance, close to home in Barrhaven

We compare options from the insurers we represent (not all insurers). Not every insurer offers every product.

Finance Advice
Life insurance

Life insurance can help the people who depend on you if you die. We compare options from the insurers we represent so you can see what fits.

Investment Strategy
Critical illness

Designed to pay a lump sum if you're diagnosed with a condition the policy covers. Covered conditions and terms vary by insurer and policy.

Business Consulting
Disability

Designed to replace part of your income if illness or injury stops you from working. Definitions and benefits differ by policy.

Accounting
Health and dental

Personal health and dental plans can help with some costs that government plans don't cover. What's covered depends on the plan.

Travel and Super Visa Medical Insurance

If your parents or grandparents are visiting from abroad, or you're planning a trip, medical insurance can help with unexpected health costs.

Segregated funds

Any amount allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.

Finance Advice
What they are

Segregated funds are investment contracts issued by life insurance companies.

Investment Strategy
Important

Any amount allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.

Business Consulting
Guarantees

Maturity and death benefit guarantees, if any, depend on the contract, are reduced proportionally by withdrawals, and apply only on the conditions in the information folder.

Accounting
How we help

We explain the contracts available through the insurers we represent and go over the disclosure documents with you.

Our Partners

Interested in our services or just have a question? We're here to help!

We don't believe in stupid questions. We believe in curious minds.