Protecting What Matters
We are here to be your trusted advisors and experts and give you the environment to ask the complex questions around personal finance and insurance. Our goal is to understand and assess your needs, present you with the options, and ultimately let you make the decision on what is right for your family or business.
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A passion for working with families and business owners
Our team is here to work for you. We offer free of charge consultations and advice on Life Insurance, Living Benefits, and Personal Finance, as well as a host of other Insurance products for which you might have a need. Here are the main services we specialize in and can advise you on.
Term Life Insurance
Protect what matters most to you for set periods of time.
Permanent Life Insurance
Protect what matters most to you for life and build wealth with a long term and low risk strategy.
Disability Insurance
Protect your income in case of an accident or illness
Critical Illness Insurance
Receive a lump sum benefit when diagnosed with a severe illness so that you can focus on recovery.
Travel Insurance
Ensure you are covered while you’re away and have peace of mind.
Portfolio Consultations
Ask questions, make sure you are on the right track, look at ways to build your future and save your money.
“Jacob takes the complex topics and makes them easy to understand. He simplifies things and gives you the pros and cons.”
Book a consultation:
Introduce yourself, ask the questions, get the answers