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+1 (289) 815-0101
Our Location
205-2150 Winston Park Dr Oakville, ON L6H 5V1
professional consultations
Protecting Your Future. Growing Your Legacy.
We provide customized life and commercial insurance solutions that protect businesses, families, and institutions while unlocking powerful wealth-building strategies. We help you access, grow, and pass on wealth tax-free — creating peace of mind today and lasting prosperity for tomorrow.
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Protect What Matters Most
We provide tailored insurance solutions for businesses, families, and institutions.
Corporate-Owned Life Insurance (CDA)
Turn retained earnings into a tax-free growth engine. Fund a whole life policy with corporate dollars for predictable growth, tax-free access, and full control to protect your business and seize opportunities.
Insurance for Churches & Religious Institutions
Faith-based organizations face risks standard policies don’t cover. Our Church Insurance Program shields against property, board, and abuse claims—backed by every church insurer in Canada for the best coverage, best rates, and unique perks.
Commercial Insurance Solutions
Protect your business and your employees. From liability coverage to group benefits, our commercial insurance services keep your business secure and your people cared for.
WHEN SECURITY MEETS PROSPERITY
Insurance That Builds and Safeguards Your Future
Through safeguarding what matters most—your family, your business, and your future—we help you grow wealth, manage risks, and ensure today’s choices create tomorrow’s prosperity.
Our Philosophy
We believe in providing protection that gives families, businesses, and institutions peace of mind today while building a secure foundation for tomorrow.
Knowledge is Power
We believe financial knowledge empowers people to shape their future. By understanding how money can be protected and grown, clients gain the clarity and confidence to make decisions that build real wealth.
Sincerity of Service
Whether or not we secure business, we always give the advice that serves our clients best—even if it means recommending they stay with their current broker. This integrity has built relationships with a 97% retention rate.
Partnership for the Long Term
Insurance isn’t a one-time transaction. We see ourselves as partners in your journey, helping you adapt strategies as life, business, and opportunities evolve.
Our Mission
We empower clients to protect what matters most and grow wealth with confidence. Through clear knowledge, sincere advice, and access to the full market, we deliver the best coverage and value—always with their best interest at heart.
Corporate-Owned Life Insurance (CDA)
Helping businesses protect shareholders, transfer wealth, and maximize tax efficiency
Community & Faith-Based Coverage
Providing specialized insurance for churches and religious institutions, ensuring they can continue their mission without financial worry.
Our Vision
To be Canada’s most trusted brokerage—valued for integrity, loyalty, and knowledge—while giving clients unmatched practical advantage through full-market access, ensuring they always receive the strongest protection and wealth-building options available.
Sustainable Protection
Solutions that adapt as your needs change, keeping you protected at every stage of life.
Legacy Building
Insurance strategies that create stability for generations to come.
Who We Serve. How We Deliver.
Discover who we serve and how we make insurance simple, transparent, and effective.
Who We Serve
Families & Individuals
Peace of mind and financial security, with personal protection and tax-efficient wealth strategies.
Business Owners & Professionals
Commercial coverage (property, liability, fleets, cyber/E&O) plus corporate planning: grow,
access, and transfer wealth tax-free; succession, buy-sell, and key person protection.
Institutions & Organizations
Churches, nonprofits, and community groups needing specialized property, D&O, and abuse
coverage.
How does the process work?
We begin with a consultation to understand your unique needs, then create a tailored plan that provides protection, growth, and long-term security.
Our Services
We provide tailored insurance solutions to protect your family, your business, and your legacy. Explore our specialized offerings below.
Corporate & Business Insurance
From buy-sell agreements and key person coverage to Corporate-Owned Life Insurance (CDA) with full-market access, we help you protect corporate value and turn retained earnings into tax-free wealth.
Church & Nonprofit Insurance
Faith-based and nonprofit organizations face unique risks standard policies don’t cover. With full-market access to all church insurers in Canada, we deliver the best coverage, best value, and exclusive perks.
Commercial Insurance
Coverage for businesses across all industries, including liability, property, and Errors & Omissions (E&O) insurance. Tailored solutions safeguard your operations, employees, and growth.
Business Consulting
We are working in the format of an outsourcing project office.
Project Management
We are working in the format of an outsourcing project office.
Personal & Family Insurance
Life, critical illness, and disability coverage designed to protect your loved ones and secure your future. We also provide estate planning and segregated funds to build long-term stability.
Group Benefits
Health, dental, and employee benefit plans built to attract, retain, and support your team—while strengthening your business.
Property & Casualty (P&C) Insurance
Everyday essentials, covered. Protect your home, auto, or commercial property with reliable P&C insurance—backed by competitive rates and trusted guidance.