Consider us your superheros ready to help your company achieve success - and fight off any villains or disasters in its path. My team is a collective of seasoned and educated professionals. We have experience working with clients in a variety of industries. Some of our previous clients include marketing companies, sports academies, automotive repair shops, catering companies, travel agencies and more! We also work with various professional associations - small and large.

​We will work with you to create and implement a plan tailored to your needs – so that you are protected both in and out of the office and can avoid as many "crash! bang! boom!" 's as possible.

So, who are our clients really? They are Canadian business owners and professionals who know that sometimes a business's needs don't fit into a preset service package. They know that their business's needs can change from time to time and they are looking for a dedicated advisory team who can help them fulfill those needs as they arise.  

My team of risk management specialists is like your very own caped defender coming to rescue you right when you need it (and sometimes before!). Risk management solutions available include life insurance, critical illness insurance, disability insurance, key person insurance, group benefit plans, health and dental plans, investments and more! We also provide cash flow management plans and strategies for business owners.

Are you a solopreneur, freelancer or creative professional? Do you utilize a co-working/office-share space or incubator program? If you can answer yes to any of the questions, please check out my other entrepreneur website for more details at www.mycoworkingplan.ca