Watch Our Videos

Take a few minutes to learn about some fundamental financial planning
principles with these brief and thought-provking clips.

Partner with a Holistc Advisor

Guaranteed Investment Funds

Guaranteed Investments Funds (GIFs) aka - Segregated Funds assure your investments against volitile markets - and who wouldn't love that?   Click to learn more now.
Not all advisors are equal.  Find out what value a holistic advisor can make on your retirement plan.

CBC Marketplace - "In Denial"

What is Disability Insurance?

Watch this shocking clip discussing typical creditor aka - Mortgage Insurance you'd purchase with your bank mortgage.   It's about 20 minutes - but you'll be rivited, then angry and then want to call me.  Let's chat soon!
Do you depend on your monthly income to pay your bills and maintain your lifestyle?  Will you be ready when  (not if )     "life happens" and you can no longer work?  Click here to learn more about Disability Insurance.

Why Critical Illness Insurance?

Benefits of a Beneficiary

Many people are unaware of the need for Critical Illness insurance, until it's too late.  Watch this brief clip for an important "ah-ha" moment!
Discover the many benefits of naming a beneficiary in your assured investments.

Small Biz Owners Need a BOP!

Oprah's Top 10 Rules of Success

Small Business Owners wear many hats and have enormous responsibiliies.  Protect yourself and your business with a BOP - Business Owners Policy.  Learn more here.
Check out Oprah's inspiring message on how to believe in yourself and acheive your dreams.
Did one of our video themes strike a chord with you?  Want to learn more about a topic - Guaranteed Investments, Creditor Protection, Disabiliy, Critical Illness or Life Insurance? 

Maybe you are a business owner and want to learn more about protecting yourself and your business, becoming more tax efficient or providing group/health benefits for your existing employees and to help attract and retian top talent?

Contact us today to arrange your complimentary consultation.   Let's chat over coffee about  options available to you to make your dreams a reality.  It's never too late to begin your plan. 

Call us today and let's get started -  (416) 268-2300

We look forward to hearing from you.