Question 1

Do you work for a specific insurance company?

Accepted Answer

No. We are an independent brokerage and compare options across multiple top-rated carriers to find what fits you best.

Question 2

Is the consultation really free?

Accepted Answer

Yes. Our initial consultation is completely free and there is no obligation to proceed.

Question 3

What kinds of investments do you offer?

Accepted Answer

RRSPs, TFSAs, RESPs, segregated funds and corporate investment accounts among others.

Question 4

How long does the process take?

Accepted Answer

Most clients complete planning in 2-3 short meetings depending on the complexity of their goals.

Question 5

Are my personal details safe?

Accepted Answer

Absolutely. We follow strict privacy standards and never share your information.