ABOUT US

We are here with you to provide uncompromised and professional advice with integrity and personalised service. we understand that our core values are the reason for our success and we unequivocally believe these values are essential to our existence. We provide expert knowledge to our clients which educates them to better understand their personal finances and basic concepts of wealth management. Our need analysis approach enable us to determine the Suitability and affordability of our client and choose a right product for them

We are associated with leading Financial Brokers of Canada which allows us to deal with leading Canadian Insurance and lending Companies to serve our clients with the best suited product and services at the best rates. We offers a wide range of life and health insurance products, savings and retirement plans such as RRSPs, RESP, segregated funds, securities, auto and home insurance, Small business, commercials insurance and other financial product and services

INVESTMENTS

In an economic sense, an investment is the purchase of goods that are not consumed today but are used in the future to create wealth. In finance, an investment is a monetary asset purchased with the idea that the asset will provide income in the future or will later be sold at a higher price for a profit.

EDUCATION PLANNING

A Registered Education Savings Plan (RESP) is an education savings plan that has been registered under the Income Tax Act and offers significant advantages to families saving for their child’s read more

RETIREMENT PLANNING

A Registered Retirement Savings Plan (RRSP) is an account, registered with the federal government, that you use to save for retirement. RRSPs have special tax advantages. read more

ESTATE PLANNING

Estate planning is about life – in the present and in the future.Most importantly, estate planning is about the life of your loved ones – and the peace of mind you get fromhelping to preserve their financial security.read more

GICS TFSA ANNUITIES

The Tax-Free Savings Account (TFSA) is an account that provides tax benefits for saving in Canada. It is a way of savings for individuals who are 18 years or older to set money aside, tax free, throughout their lifetime read more

LIFE INSURANCE

Life can be unpredictable and no one is protected from events that may have devastating consequences on quality of life (death, divorce, illness, etc.).

NON MEDICAL INSURANCE

Non Medical Life insurance product is designed to meet the insurance needs of the most challenging applicants.read more

INCOME REPLACEMENT INSURANCE

Do you ever wonder how you would meet your financial obligations if an illness, accident or soft tissue injury prevented you from working? read more

HEALTH & DENTAL

Healthcare expenses not covered by government health plans can be covered by health care insurance this includes (prescription drugs, dental care, etc.).read more

MORTGAGE INSURANCE

A type of insurance designed specifically to repay any outstanding mortgage debt in the event of homeowner death or long-term disability. It is No doubt a Protection of Your home and your family.read more

Uzma is considerate, patient, very knowledgeable and not pushy. She describes available products and financial strategies in a straightforward and understandable way that will make you feel confident that she is assisting you in attaining your goals for future and insurance planning or to assure financial stability should unexpected illness or family tragedy occur.

You amazed me with your depth of understanding of these difficult insurance issues and your obvious talents at both listening and providing great customer support.