We advise individuals, families, and business owners across Mississauga and the GTA on life insurance, disability coverage, critical illness protection, group benefits, group retirement plans, and tax preparation. Our approach looks at your full financial picture — how your insurance, investments, and taxes interact — so nothing falls through the cracks. Every recommendation is based on your specific goals, not a one-size-fits-all product.

Yes. We don’t believe in cookie-cutter plans. Before recommending anything, we sit down with you to understand your income, family situation, risk tolerance, and long-term goals. From there we build a customized strategy — whether that’s a fully insured investment plan, a group benefit package for your business, or a retirement savings approach that minimizes your tax burden.

Retirement planning starts with understanding where you are now and where you want to be. We look at your current savings, expected CPP and OAS income, any workplace pension, and your target retirement age — then build a strategy to close the gap. We also factor in tax efficiency, estate planning, and whether a group RRSP or individual plan makes more sense for your situation. The earlier you start, the more options you have — but it’s never too late to course-correct.