Clients

Most of my individual clients are professionals and their families. They want someone they trust to take care of their insurance and planning, so they can spend their free time with family and friends, or on the causes they support, instead of managing every detail themselves.

We work with Canadian-controlled private corporations that want to lower their tax bill and plan for succession. Businesses also come to us for key person coverage and help with their corporate structure.

We work with philanthropists and charities across Ontario, including some well-known hospitals, universities, churches and other places of worship, on insurance and succession planning.