About Us

About Us

Serving Industry Since 2001

Add text here (Slide 1)
"Michael and Jason spend the time to get to know you and your current situation and always recommend the best product for your needs, regardless of what company provides it."

- Michael & Caroline
"Mike and Jason are always great to deal with! Together, they have a unique way of making insurance and investments easy to understand. They are always friendly and greet you with a smile. If you are looking for trustworthy advisors for good advice on insurance or retirement, I would highly recommend a meeting with Mike and Jason."

-Edy & Zorina
"Jason and Mike are experts when it comes to product knowledge and product recommendations. They always make sure that they work with client's interest and that's their priority."

-Emily
"When I met with Michael and Jason a few years ago, they were able to fix the mess I had from a previous advisor. Thanks to them I am back on track financially."

-Brian & Barbara
"Michael and Jason spend the time to get to know you and your current situation and always recommend the best product for your needs, regardless of what company provides it."

- Michael & Caroline
Add text here (Slide Last)

"Michael and Jason spend the time to get to know you and your current situation and always recommend the best product for your needs, regardless of what company provides it."

- Michael & Caroline


"Mike and Jason are always great to deal with! Together, they have a unique way of making insurance and investments easy to understand. They are always friendly and greet you with a smile. If you are looking for trustworthy advisors for good advice on insurance or retirement, I would highly recommend a meeting with Mike and Jason."

- Edy & Zorina


"Jason and Mike are experts when it comes to product knowledge and product recommendations. They always make sure that they work with client's interest and that's their priority."

- Emily


"When I met with Michael and Jason a few years ago, they were able to fix the mess I had from a previous advisor. Thanks to them I am back on track financially."

- Brian & Barbara


Health Insurance

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CRITICAL ILLNESS INSURANCE

Critical illness insurance provides financial support if you are diagnosed with a severe health condition.

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DISABILITY INSURANCE

Disability insurance provides financial protection by replacing a portion of your income if you are unable to work due to illness or injury.

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LONG-TERM CARE INSURANCE

Long-term care insurance helps cover the costs of care services needed if you are unable to perform daily activities independently due to aging, illness, or disability.

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INDIVIDUAL HEALTH INSURANCE

Individual health insurance provides coverage for medical expenses, offering financial protection for healthcare services not covered by government or employer plans.

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Registered Products

Registered Retirement Savings Plan (RRSP)

Tax-deferred growth to help Canadians save for retirement.

Locked-in Retirement Account (LIRA)

Secure pension funds until retirement.

Registered Retirement Income Fund (RRIF)

Convert RRSPs into a steady income stream during retirement.

Locked-in Income Fund (LIF)

Annual income with regulated minimum and maximum withdrawals.

Tax-Free Savings Account (TFSA)

Grow savings tax-free with flexible contributions and withdrawals.

Tax & Estate Planning

Taxation

Optimal tax strategies tailored to your corporation's structure.

Tax Planning

Decrease your taxes with efficient tax avoidance strategies.

Tax Return Preparation

Expert assistance for personal and corporate tax returns.

Estate Planning

Plan for asset protection and smooth transfers.