Planning ahead

Taking Care of
What’s Important

Empowerment • Clarity • Peace of Mind

Life Insurance

To make sure life lives on for others

If something happened to you, would the financial future
of your loved ones be taken care of?

What about any financial debts you may leave
behind for your family?

The right life insurance plan can alleviate all those concerns and allow your family to live on through your legacy.

Health Insurance

The right plan for a healthier you!

Our health is one of our most valued assets.
At any moment, things can change.

Without the right health insurance, an expected health crisis can leave you and your family in a financial crisis as well.

We can help you understand the risks and the options to
make sure you and your family are covered to meet those unexpected needs.


Protected lifetime income

Don’t just save for your retirement, invest in it. Let us help you make wise financial decisions to maximize your retirement savings by investing in an annuity that can help you achieve your financial goals.

Our advisors can provide wise counsel by providing the right plan designed specifically for you.

Women, Wealth & Retirement Workshop

Held at: Queens University Sports Complex, Monday, October 18 and/or Tuesday, October 19 from 6:45 - 8:45 PM. Get expert insights on how to create a fail-proof blueprint to get retired and stay retired. 

You are registered... Check you email for details