Our Affiliates
We have access to a wide array of insurance and investment choices by remaining independent so we can ensure the best possible solution for you.
We offer:
- A broad selection of investment choices through the mutual fund dealer Keybase Financial Group.
- A host of insurance and investment products through managing general agencies Customplan Financial Advisors Inc. and Keybase Insurance Agency Ltd.
- Certain banking products from BMO, Manulife Bank and National Bank
We can also assist you with more advanced needs such as:
- Accounting and advanced taxation planning
- Other insurance solutions
- Debt alternatives
- Legal
Various account types including (but not limited to) RRSP, TFSA, RDSP, LIRA, Prescribed RRIF, LRSP, LIF. Accounts can be set up in client name or nominee (self directed).
Our focus is on providing the best possible solutions while being value oriented.

We can also be found on Trusted Regina, and Facebook.