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

Canada Life Monthly For the month ended July 31, 2025

Aug 11, 2025 - Canada Life

For the month ended July 31, 2025. Read our monthly update to find out what’s been moving markets....

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June 2025 market update

Jul 08, 2025 - Canada Life

For the month ended June 30, 2025. Read our monthly update to find out what’s been moving markets....

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May 2025 Market Update

Jun 06, 2025 - Canada Life

For the month ended May 31, 2025...

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