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.
- 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
Our focus is on providing the best possible solutions while being value oriented.