About Us

Protecting Futures

We have years of insurance experience helping clients prepare for the unknown. Ask us about Life Insurance, Living Benefits, Investments, and many more! We can access any insurance product so you can get the right one for you.

Assessing Need

Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price.

Building Relationships

Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard earned assets.

Josh Wilkinson, B.Comm., CFP®, CLU

Certified Financial Planner
Investment Representative

As a wealth strategist, Josh's passion lies in the hard work he does. Having over 20 years of experience in the industry, Josh has a proven track record of ensuring clients achieve the personal freedom they desire. Josh's vision and intimate knowledge of the industry has made him a trusted advisor and respected colleague.

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Recent Posts

Saving for your child’s education

Oct 04, 2022 - Canada Life

Saving for your child’s education. With the cost of post-secondary education continuing to rise, it’s important to start saving as soon as you can...

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Reinvent your retirement

Sep 26, 2022 - Canada Life

Retirement can provide the opportunity to reinvent yourself and enjoy a new phase of your life...

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Why group insurance is right for my small business

Sep 25, 2022 - Canada Life

Adding employee benefits to your small business is a great way to stand out...

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