With 30 years of combined experience in the insurance industry, we know that every client and need is different. Once we have taken the time to get to know you, your circumstances and your goals, we'll get down to the business of of helping you prepare for the unknown. Ask us about:
We have access to a wide range of insurance products and carriers so you can be sure you're getting the best possible coverage. Finding life insurance in Sudbury has never been easier. Finding good investments in Sudbury has never been more convenient.
Once we have established the engagement, our first job is to get to know you. We do this by collecting and analyzing your personal and financial details, proposing alternative solutions and then implementing those recommendations throughout the life of our relationship. We recommend reviewing all aspects of your financial plan annually so that our recommendations can keep up with your changing circumstances and needs.
Our relationship doesn't end when you buy life insurance. Our clients are encouraged to review their financial plans annually. The arc of your life may include changes of marital status, having or adopting children, planning for education, retirement, illness and death. By reviewing regularly, we can help make sure your plans remain efficient throughout your lifetime. It's the difference between having plans and having the right plan.
If you think all life insurance is created equal, think again.
CBC Marketplace weighs in on the dubious value offered through traditional lenders' creditor insurance offering. The conclusion? Find yourself an insurance advisor and buy it unbundled.
Brian began his career in insurance in December of 1992 as a new agent with Canada Life. Brian received his Certified Financial Planner's designation (CFP) in 2004 and his Certified Health Insurance Specialist designation (CHS) in 2013. Brian specializes in financial planning for executives and business owners.
Bradley began his insurance career in 2013. Having attended Laurentian University and completing level 2 of the CGA Program of Professional Studies, Bradley joined Brian's team as an administrator and IT guru. Bradley specializes in financial planning for the family market.
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430 Westmount Ave, Unit S, Greater Sudbury, Ontario P3A 5Z8, Canada
Monday - Friday: 9am - 5pm
Saturday: By appointments only