Advice You Can Trust.
We are a local full-service advisory firm specializing in Group Benefits and offering Life Insurance, Disability, Critical Illness, and Health Spending Accounts.
We are uniquely positioned to bring customizable solutions to deal with your employee attraction and retention concerns. We offer fully-pooled, customizable, flexible group benefits plans, that are not available elsewhere in the market.
Our support team has decades of experience here in the Okanagan, and we offer tested and proven strategies to create tax advantage and security, both in your business and personal life. We also understand that it is crucial for you to have proper accounting and legal advice in the decisions you face. We can make introductions in both of those spaces, or work with your existing accounting and legal advisors.
Our goal is to bring long-term value with sound advice, proper product choice, and great service.
110 – 565 Bernard Ave