Protecting what matters most!
Your loved ones.
Advice begins and ends with trust, you can trust the advice will be focused on you and your family.
Life insurance & Living Benefits
What areas of exposure do you have regarding the "what if's" in life? Life and living benefits help ensure your goals and dreams of finishing well in retirement stay on track by using a disability, critical illness, and life insurance. In addition, our mission to share "our very own manual" from living and experiencing the other side of not planning will help you prepare a legacy by design vs a legacy by default.
What keeps you up at night?
We offer all levels of protection: Term Insurance, Whole Life: Participating and Non-Participating, and Universal Life Insurances, which protect your loved ones upon death.
Living benefits include a disability policy if you are disabled and unable to provide an income. Critical Illness coverage when you become diagnosed with a critical illness in which you need time and care.
GoFundMe is hoping, not planning.
As you enter your later years in life, your needs change, are you prepared for the cost of long-term care facilities - we offer protection for that too.
Multiple carriers to choose from to ensure you have the right product for your needs.
Feel good Investments
Knowing what you are invested in is KEY. So we diversify a portfolio for you that aligns with your values—seeing the world from your lens to better understand what is essential for you to support and not support.
We help you to consider ESG investing (Environmental, Social, Governance), Responsible Investing, Ethical Investing, and Impact Investing that makes you feel good, all while changing the world one investment at a time.
You can have the best of both worlds: performance and impact!
We provide all the information so you can discern the best option for you and your family based on your goal.
Health & Dental Insurance
With healthcare costs steadily rising, the impact of unexpected or even routine dental visits and prescriptions can be devastating to your budget if you don't have adequate coverage. Build a plan to suit your individual needs. It is vital to remember that when you leave your employer, you only have a small window of opportunity to ensure pre-existing conditions are covered under the right plan for you and your family.
Travel Insurance
The World is your oyster, get out and see it.
I am giving you peace of mind while you create memories. Priceless!
“You’re off to great places. Today is your day! Your mountain is waiting so...get on your way!”
financial advising & coaching
You have a lot going on and need a sounding board with strategic advice on the whole gamut. We provide a unique perspective specific to you.
Our approach is different; we believe it is life-altering, and we encourage you to take this journey with us where simplicity brings clarity.
We walk you through all the six financial planning principles set out by FP Canada:
Cashflow
Taxes
Risk Management
Retirement
Investments
Estate Planning - Legacy by Design
We provide YOU with an in-depth report, a road map that will get you to your financial finish lines while enjoying life and navigating the detours that life can throw at us without derailing your retirement.
Live out a life of significance and finish well with amie at your side.
