Custom Benefit Plans That Fit Your Business
Finding you the right solutions
You've worked hard to build your organization. You want a group benefit plan that says, "This is a great place to work!" Let us help you convey that message with a Benefit Plan That Works.
Learn More
Empower Your Workforce
With Comprehensive Benefits
Unlock Financial Security and Peace of Mind with our Expert Financial Planning, Insurance, and Group Benefits Services. Serving The Peace Country with Trusted Solutions for a Brighter Financial Future
Learn More
Secure Your Future
Financial Planning & Insurance Solutions for Life, Health, and Business
Your Trusted Local Experts: Personalized Financial Planning and Insurance Solutions, Backed by Professionalism, Right Here in Your Community
Learn More
Previous slide
Next slide


Life, critical illness, and disability insurance provide not only personal protection but also ensure the financial security of your business partners. By securing comprehensive coverage for you and your partners, you can safeguard the continuity of your business in the event of unforeseen circumstances, ensuring that your business and your loved ones are well-protected.


Investing can be a bit overwhelming and confusing; we get it. But here’s the good news: our team of experts is here to make it simple for you. We’ll provide clear explanations and build custom plans. We help you navigate the investment world with confidence, so you can achieve your financial goals.

Group Benefits

Group benefit plans can be a bit of a puzzle. We’re here to help you piece it all together. Our specialist team knows the ins and outs of the ever-changing landscape, so you can count on us to provide tailored solutions, expert guidance, and the very best ongoing support. Together, we’ll make sure your employees have the best coverage possible, giving you peace of mind and your team the benefits they deserve.

Meet our team


Just give it to me straight, RRSP or TFSA?

Written by
Picture of Derrick Casey

Derrick Casey

Hey there! As Canadians, we have some pretty awesome investment options at our disposal. Today, we’re going to dive into a strategy that often flies under the radar but can have a big impact on your financial journey. We’re talking about why it’s smart to max out your Tax-Free Savings Account (TFSA) before diving into […]