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.

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Recent Posts

How much does divorce cost in Canada?

Feb 15, 2024 - Canada Life

In Canada, average legal fees for divorce can run from $1,000 to $25,000, depending on your situation and your relationship with your spouse....

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January 2024 market update

Feb 08, 2024 - Canada Life

For the month ended December 2023. Read our monthly update to find out what’s been moving markets....

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Grey divorce – financial impact and considerations

Feb 08, 2024 - Canada Life

Grey divorce is the trend of couples aged 50 and older divorcing, often after long marriages. Grey divorce may impact men and women differently....

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