Solutions for your life
We know that every client and need is different. Let us take the time to get to know you, your circumstances and your goals, and 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.

Bradley began his career in 2013 working alongside his father and mentor, the founder of Gilroy Financial Group Inc, Brian Gilroy. Bradley attended Laurentian University where he studied philosophy and commerce, as well as the CGA Program of Professional Studies before joining the industry. Bradley specializes in financial planning for the family market.
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432 Westmount Ave, Unit E, Greater Sudbury, Ontario P3A 5Z8, Canada
Phone: (705) 675-1444 Fax: (705) 566-3616
Monday - Friday: 9:30 am - 4:00 pm
Saturday: By appointments only
Sunday: Closed