We are an independent, family owned, life insurance firm that represents all the major life insurance companies in Canada. Our focus is on our clients needs not the financial institutions that we represent. Our office is in Midland, Ontario.
Raymond began his career in 1985 and since 1995 he has operated as an independent insurance broker specializing in helping business owners and their advisors design, implement and manage life insurance plans.
Raymond holds a CFP, CLU, TEP and CHS designations. The CLU accreditation identifies an individual that has taken specialized courses in tax, law, and estate planning as it relates to the use, implementation, and management of permanent life insurance plans.
We are expert in the implementation and management of permanent life insurance solutions.
We are expert in assisting CPA’s gain a deeper understanding of the benefits, uses and types of life insurance plans available and how those plans will add value for their clients.
We strive to work closely with the advisory team.
