Our business

For over 10 years we have been helping middle income families take control of their financial life thru our structured educational approach that includes state of the art technology.

This puts them in control allowing them to see and manage their entire financial picture, today and anytime into the future.

Our process is helping families think and act differently giving them results they have never had.
  • Our clients Financial conversations are 83% more positive and productive.
  • They follow a proper budget and on average save $300 to $500 monthly
  • Their stresses are reduced by over 65% having more control of their financial life
  • They are 6 times more likely to reach goals
  • 90% report they feel more in control having their financial life organized

Enjoy more time freedom while helping Canadian families change their lives.

Our advisors set their own pace and enjoy the rewards within our lucrative compensation plan

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Financial Growth

Your income will grow as you plug into the many unique systems and process that set us apart and set you up for success.


Your clients and compensations are vested with you starting day one. We help you grow but you own your business.

Our competitive edge

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Our edge

Our unique systems and processes have increased success rate of brand new advisors by 500% compared to the standard industry practice.


Career growth

Your in business for yourself but not by yourself. With the many new expanding opportunities arising you will have the chance for many growth opportunities within our firm.



Enjoy time freedom by having flexible hours and setting your own pace within the different commitment levels.

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Our teams focus and priority is that each and every family we serve are given the chance to control thier life to the fullest. We share a common vision of change in our communities.

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On going Training

Become an industry expert in the areas so many advisors in Canada lack with access to our on going customized elite training programs.

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Community involvement

Benefit from the many relationships and connections we have cultivated over the years in some cases giving us exclusivity to major client events.


years serving families

Gain access to many of the top companies in Canada

We put our clients needs first. Having access to the right products from the right companies lets us ensure we will always have a fit that best suits our clients needs.

Aegon logo
BMO logo
CI Investments logo
Canada Protection Plan logo
Canadian life logo
Desjardins logo
Empire life logo
Fidelity logo
Foresters financial logo
ManuLife logo
MBC logo
RBC Insurance logo
Sun life financial logo
Equitable life logo
Humania assurance logo
IA financial logo
Ivari logo

Ready for the next step?

Grow a lucrative career while improving Canadian communities