LIFE AND GROUP

Tailor-made Products and Service

Only the very largest of organizations can afford the luxury of in-house financial services and products specialists, but not everyone has this benefit.

Each Member of our team has a unique set of skills and experience, with a combination of financial service expertise and product knowledge, not consistently available in other Life and Group Insurance Brokerages. We offer a full range of life and disability services, and pricing alternatives from the Canadian marketplace. This allows us to be extremely cost competitive while providing unique products tailored to individual and corporate needs.

Five Factors Distinguishing Us From Our Competitors:

1. Unmatched technical and professional expertise
   
2. Innovative-based Solutions and systems proven approach
   
3. Emphasis on multidisciplinary teamwork
   
4. Unsurpassed professional integrity
   
5. Unique ownership structure and client qualifying process
   

We Care About Our Clients

Our clients appreciates the value of our approach to taking care of their life and group needs because we pride ourselves in not following the industry norm of selling and moving on to the next client. Our guiding principle is that we are serving the needs of our clients for life, and that is why we promise on-going reviews of customer accounts including a face-to-face annual meeting to ensure that the goals we have established are being met. We want to insure that you are comfortable with the way we care about your life and group insurance needs.

Life & Group Services

• Life
  
• Keyman
  
• Group Benefits (Including Individual)
  
• RRSP’s
  
• Travel
  
• Accident, Death and Disability
  
• U.S. Medicare
  
• Buy/Sell Agreements
  
• Education Plans

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