About Us
We are a collective of benefit and group retirement professionals with over 75 years of combined industry experience. We seek to understand the unique needs of each client and commit to the highest standards of advice, service and communication.
We’re one of the largest employee benefit and retirement consulting firms in Central Ontario. Our consultants have decades of experience and can design, market, install and service groups of any size. Our experience ranges from large unionized groups to small businesses establishing employee benefits for the first time.
OUR PROMISE
We are committed to using our shared experience to create plans and strategically position your business towards a future of success.
Commitment
We are committed to acting in your best interest.
Engagement
We love knowing we’ve gone the extra mile to help your business succeed.
Relationship Building
Building meaningful relationships allows us to become an important part of your life, and helps us pull together what’s most important to you.
Pride
The value our work brings is a result of our dedication to our clients. It speaks to who we are and how we impact you, and sets the tone for the types of relationships we develop with our other clients over time.
represented carriers
We pride ourselves on providing our clients with the best service possible, so we only work with the best insurance carriers that can provide our clients with exactly what they need.
Local support
We are incredibly proud to be able to support a variety of local organizations.