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
Principal

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

How to make an impact with strategic charitable donations

Dec 01, 2022 - Canada Life

Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...

Read more

How key person insurance can help your business

Nov 15, 2022 - Canada Life

Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....

Read more

October 2022 market update

Nov 10, 2022 - Canada Life Investment Management Ltd.

Central banks take another shot at taming inflation...

Read more

Our Partners