About Us

“I have enjoyed working with Alex and over the years have come to value and appreciate his advice and guidance in all matters dealing with finance, insurance and estate planning. He is professional, prompt, very knowledgeable and totally reliable. If there is a way to get things done, he gets them done. After a history of heart issues in my family, Alex managed to find me a product that was reasonable and will take care of my loved ones and business if the worst happens. I had given up on getting the peace of mind…but Alex was able to secure suitable Life Insurance coverage through his network of contacts and his thorough product knowledge. I would definitely recommend Alex’s services to my clients, friends, family and anybody else that needs solid dependable advice given in simple understandable terms. Thanks Alex!”

“Alex assisted me with my Corporate Insured Pension and the process was very smooth and efficient. This plan provides me coverage today for my family and business and will also supplement my retirement income. I feel confident in referring Alex to my colleagues.”

“Alex has provided professional and diligent follow up to our firm’s clients whenever there is a need or questions about Corporate Owned Life Insurance. Whether it be funding a Buy Sell Agreement or providing solutions to invest corporate surplus…we have no hesitations to refer our clients to Alex.”

“We needed to fund our companies Buy Sell Agreement with Life and Disability Insurance but we have many partners and our companies are all structured very differently. Our Chartered Accountant referred us to Alex and he came up with solutions that satisfied our companies, family, business and most of all our accountant. We feel confident to refer Alex to other business owners.”

“Alex showed me how to invest and provide Life Insurance for my business and family through one of my companies. They explained and presented it to me and my accountant and it was very clear and easy to understand. I highly recommend these advisors that make complex planning very simple and it made complete financial sense so my accountant approved it after the first meeting.”

“One question to ask your current financial advisor…”are you a Certified Financial Planner CFP & Chartered Life Underwriter CLU”? These advisors are trained in complex financial planning and business life insurance.”

“Our firms clients have complex company and tax structures. When it comes to their Investments or Life Insurance configuration we lean upon the expertise of Alex. We feel confident in referring our clients to them.”

“I was referred to Alex as I needed more Life Insurance coverage. After searching the marketplace they found for me the best product at the best rate.”

“I have dealt with Alex for many years on a personal and corporate basis. He is professional and an excellent financial advisor.”

“Alex assisted me with my Life Insurance program many years ago and it has performed better than most of my other portfolios.”

“Alex is truly a professional in his industry. I highly recommend him to any business owner colleagues for Corporate Life Insurance & Benefits”

“Over the years I have been approached by a number of Financial Planners and Advisors. None of them were able to properly deliver what I was looking for and they did not have the professional background or education that I needed. I was referred by a doctor friend to Alex who are both Certified Financial Planners and Chartered Life Underwriters who specialize in working with successful small business owners, medical professionals and private enterprise. My Corporate Insured Pension was put together in less than 90 days…I now feel confident that my business, family and retirement are all looked after in one package. Let their 50 years of combined experience go to work for you.”

Alex was referred to us by a medical colleague as we were building up retained earnings within our Medical Professional Corporations and were looking for a strategy to invest these funds while at the same time protect our business and family in the event of a premature death. We have had some issues with obtaining adequate Life Insurance coverage in the past. Through their connections within the industry we were able to secure competitive whole life insurance via our practice that will serve us corporately, protect our family and provide additional funds for us in retirement. We highly recommend Alex to our physician friends and colleagues.”

“We have been receiving sound advice from Alex for a number of years. They structured our Buy Sell Life Insurance and created a lucrative Corporate Insured Pension that we will enjoy in our retirement. Their recommendations are unbiased after searching the marketplace for the best performing products, rates and then customized the plan for our needs. We highly recommend them to the physicians that we work with.”

“Alex has been looking after my investments for over 25 years and am very pleased with his service and the performance of my portfolio and Life Insurance.”