Our Focus

We Are Southwestern Ontario-Based Brokers, With An Emphasis On Serving Our “Home” And Surrounding Regions:

We are licensed to serve clients in the Province of Ontario. We are also available to serve clients beyond our “home,” and surrounding regions. Our preferred market sectors for employee benefit plans are: Entrepreneurial, social enterprise, not-for-profit, and early childhood education centres. Our strength is in serving the needs of entrepreneurs and community-focused enterprises.

For our occupational Alternate Plan program, we are able to accommodate the needs of plan sponsors with 2 – 2,000+ lives. When working with our clients and business-to-business partners, we always conduct a comprehensive discovery. Each group is assessed on a case-by-case basis, taking many factors into consideration, for a holistic approach. Our decisions and recommendations are always made thoughtfully, and with purpose.

If your organization employs or contracts International team members, please click here. This might also be helpful for those leaders and innovators in other organizations with whom you might have a social enterprise, or a community-focused affiliation.