PLAN • PROTECT • PROSPER
Independent, professional Insurance Brokers. Serving Ottawa and surrounding areas since 1948. Trusted advice built around your budget, your requirements, and your long-term goals. Plan. Protect. Prosper.
PLAN
Planning Calculators
Use our planning calculators to generate practical estimates based on the details you enter, so you can make clearer next-step decisions.
PROTECT
Risk Management
Below are our core protection solutions, each designed to address a different area of risk management, from protecting income and health to safeguarding your family, home, and long-term financial security.
Participating life insurance
Permanent coverage with potential dividends for long-term planning.
Learn more →Critical illness insurance
Lump-sum payment if you’re diagnosed with a covered serious illness.
Learn more →PROSPER
Wealth And Retirement Solutions
These wealth and retirement options are designed to help you save with purpose, protect what you have built, and create dependable income for the years ahead.
RRSP
Tax-advantaged retirement savings that can lower taxable income today and grow for tomorrow.
Learn more →RRIF
A simple way to turn retirement savings into regular income with flexible withdrawal options.
Learn more →Segregated funds
Market-linked growth potential with insurance features that can help protect your plan.
Learn more →Annuities
Convert savings into predictable payments for a set period or for life to support retirement.
Learn more →CONTACT
Let’s talk
Tell us what you’re trying to achieve. We’ll help you choose the right next step, and we’ll keep it simple.
- Independent brokerage (we compare options across carriers).
- Local focus serving Ottawa and Ontario.
- Tailored cover so you can get insured with a solution that fits your needs.
What happens next:
- A quick reply from a licensed advisor in Ottawa, Ontario.
- We confirm your goals, timeline, and budget.
- We help you get insured with clear options that fit your situation.