Insurance planning is part of how we protect what you’ve built—quietly, thoughtfully, and with purpose.

We don’t sell policies.

We design protection.

Protection that works when life gets unpredictable, businesses get complicated, and families depend on you showing up—even when things don’t go as planned.

With offices in Edmonton, St. Albert, Calgary, Kelowna, and Salmon Arm, we support families across Alberta and British Columbia with planning that stays steady when life changes.

Insurance That Supports Your Plan

Insurance matters more when life has more at stake. We start with a simple insurance-needs analysis to confirm what coverage you need, then build a strategy that fits your current situation and helps protect you from future financial strain.

Protect income: Life, critical illness, and disability coverage can keep your plan steady if health or earnings change.

Support your estate: Insurance can create tax-smart liquidity so more of your wealth reaches your family or chosen causes.

Add guaranteed retirement income: For some retirees, a life annuity can provide an income base you can’t outlive.

Protection That Covers What Matters Most

Some risks are worth planning for early. We build protection around the events that can affect your family, income, and business continuity:

  • Life insurance to protect your family, fund taxes, and support estate goals
  • Critical illness insurance to provide financial stability if your health changes
  • Disability insurance to help protect income and independence
  • Business-focused coverage to support continuity if an owner or key person is impacted

Whole-Life, All-In Planning

Insurance never lives alone in our process.

It connects to:

Sometimes insurance belongs personally.

Sometimes corporately.

Sometimes temporarily.

Sometimes forever.

Our job is to help you use it properly—as a financial tool, not just a safety net.

Calm In The Chaos

The real purpose of insurance planning is the peace of mind.

It’s knowing that:

  • Your family is protected
  • Your business is secure
  • Your financial plan can withstand any storm that might come your way

Book A Free Consultation

If you want insurance that fits your life and supports your bigger plan, book a free consultation. We’ll review what you have, identify any gaps, and map out clear next steps.