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

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.

Contact Us Today

Recent Posts

Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

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4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

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Understanding the gender pension gap

Mar 08, 2023 - Canada Life

The gender pension gap means that women are at an increased risk of living in poverty in old age...

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