Slide Individual Financial Solutions

Individual Health & Dental Plans

Retiree Health and Dental Plans

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

Entrepreneur / Contractor Health and Dental Plans

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

Instant Online Application Health and Dental Plans

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

Individual Insurance Solutions

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.

Wealth Management Solutions

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.

Pathfinder Asset Management

Custom portfolio management for motivated investors who seek strong performance and risk-managed results. Uniquely managed funds, fee transparency, and exceptional personal service allows clients to maximize asset growth and focus on long-term objectives. See the link for details and reach out to us directly if you are interested to learn more.

Travel Insurance

Self-Serve Travel Insurance

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