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Individual Financial Solutions

Designed for peace-of-mind.

FOR INDIVIDUALS

Plans

Retiree Health & Dental Plans

Contact us today to learn about our best-in-class retiree health and dental plans.

Instant Online Health and Dental Plans Through Canada Life

Contact us today to learn about contractor and entrepreneur health and dental plans.

Instant Online Health and Dental Plans Through GMS

Click here to access for instant online application for individual & family health and dental plans.

for INDIVIDUALS

Insurance

Life Insurance

We offer a needs analysis for clients to determine whether term, permanent or a hybrid life insurance policy best suits their financial plan.

Disability Insurance

Income loss due to disability can be financially devastating.Our solutions protect professionals, entrepreneurs and executives against this risk.

Critical Illness Insurance

One in three Canadians will suffer a critical illness during their lifetime. Our insurance products payout upon diagnosis and survival.

for INDIVIDUALS

Wealth Management

Estate Plan

Work with our estate planning specialist to formulate an advantageous plan for your assets.

Individual Pension Plan (IPP)

If you are a middle-aged professional and you do not yet have an IPP, reach out today.

Private Investment Counsel

Contact us to learn about our custom portfolio management solutions for motivated investors seeking risk-managed results.

for INDIVIDUALS

Travel Insurance

Self-Serve Travel Insurance

Click here for access to an extensive self-serve travel insurance portal. Reach out to us if you have any questions!