Our Expertise

Precision Instruments
for Wealth.

A curated suite of insurance and investment products designed for Canadian professionals.

Know Your Investor DNA.

Before we build your portfolio, we need to understand your true risk tolerance. Take our 5-minute digital assessment to discover your profile.

Corporate Services

Business Solutions.

Safeguard your enterprise with strategies designed for continuity and employee retention. From Key Person Insurance to Group Benefits, we architect resilience.

Group Health Benefits
Key Person Insurance
Buy-Sell Agreements
Corporate Investment Accounts

Super Visa Insurance Specialists

Reuniting families shouldn't be complicated. We offer comprehensive plans meeting all government requirements for the Parent & Grandparent Super Visa.

$100k+ CoverageMonthly Plans AvailableInstant Policy Issuance

Your Personal CFO.

We don't work in a silo. We collaborate with a network of specialists to cover your blind spots.

Tax Specialists

Coordinating with accountants for corporate tax efficiency.

Legal Counsel

Estate freezes, Wills, and Family Trusts.

Cross-Border Experts

Strategies for assets in India, US, and Canada.

Banking Partners

Private banking and lending solutions.

Common Questions

Term insurance covers you for a specific period (e.g., 20 years) and is generally more affordable. Whole Life provides permanent coverage and builds cash value over time.

Mode Money