Contact us Today

For Your Insurance Needs

If you need some help with your Life Insurance Needs, Disability Insurance Needs, or Critical Illness Insurance needs, we are here to help. We are Insurance Brokers, and work on your behalf to get the best coverage at the best price, Guaranteed…

For Your Investment Needs

Whether you need help with your RRSP’s, RESP’s or your TFSA’s, we can help you achieve success with your hard earned money… We work with Canada’s Top Investment Companies to give you Professional Management, but with a Personal touch. 

If you would like to schedule a Consultation, please contact us in whichever way feels most natural to you. We can meet with you in one of 4 ways,

  • Your Home
  • Your Office
  • Our Office
  • Online

Welcome to the new Era of Financial Services…

  Toll Free

1-800-303-7196 click to call…

  Local Number

905-536-0496 click to call…



 Our Office

3310 South Service Rd, Suite 302

Burlington, ON

L7M 3N6

Get Your Life Insurance Quote here…

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Don’t just Take our Word for it…

Thank you Steffen deGraaf for helping us find the best coverage for our Life Insurance Needs.

Stephen and Melanie PBurlington, ON

We really appreciate the personal service and attention to detail you bring to our table...

Bill and Margaret MBurlington, ON

When the bank continued to pass me from one new person to another, you were a refreshing change. To many years of success and a great relationship, and to many years more...

Penny GBurlington, ON

Thank you for taking the time to explain all of the different options with our Life Insurance, it was a refreshing change to be educated instead of Sold...

Delaney MBurlington, ON

Thank you for taking care of both my personal and business needs, you are one in a million.

Jack MBurlington Business Owner

You really took the time to help us out both personally and in our business needs. If anyone needs a referral, simply send them my way.

Dan GBurlington Business Owner

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