We service British Columbia, Alberta and Ontario. Reach our team at [email protected]

Business Owners

Don't Build a House of Cards

Congratulations! You’ve done it! You’ve worked tirelessly – blood, sweat and tears literally – you’ve built a business. Did you ever stop to ask yourself why? Was it driven by passion for your industry or to create a certain lifestyle or perhaps to provide for your family and leave a legacy?

No matter the reason, you need to make sure that it can’t be taken from you. We will explore the foundation of your business – let’s take a look at partnership agreements, income protection and tax planning. Let’s identify possible vulnerabilities of your business so that we can implement strategies to protect what you’ve worked so hard to build.


We collaborate with you to get your business the right protection

  • Partnership Agreement (Buy/Sell Life and Disability Coverage)
  • Key Person Insurance
  • Business Overhead Insurance
  • Disability Insurance (Income Protection)
  • Critical Illness Insurance
  • Health Spending Accounts
  • Corporate Retirement Solutions
  • Immediate Financing Arrangements

Rome Wasn't Built in a Day

We can help you build a custom plan to grow and protect your wealth.