Services for Individuals
We've got you covered.
Individual Financial Solutions
Designed for peace-of-mind.
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.
We offer a needs analysis for clients to determine whether term, permanent or a hybrid life insurance policy best suits their financial plan.
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.
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.
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!
301-1321 Blanshard Street Victoria BC V8W 0A9
300-1090 Homer Street Vancouver BC V6B 2W9
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