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Financial Services
We serve families, individuals, and businesses.
Building Personal Relationships
We offer a wide variety of services tailored to your specific needs and stage in life or business. From the simplest of life insurance plans, individual and group benefits packages, and retirement planning all the way to the most complex corporate estate transfers and tax saving strategies, contact us for a no obligation consultation today!
Life Insurance
Protect your most valuable asset, your income.
Investments
Take the guesswork out of your future. Design it today.
Financial Needs Analysis
Your road map to a better tomorrow.
Business Insurance
Buy/Sell, Key Person, Immediate Financing Arrangements, or Group Benefits? We've got you covered!
What We Do
As a small business owner, it's important for me to have an insurance and financial advisor I can trust to help navigate the complex world of business insurance and finance. Kevin has proven to be an invaluable resource, always taking the time to explain my options and help me make informed decisions. I highly recommend the services he provides.
Jeff Doerksen
Hidden Valley Enterprise
"In my opinion Kevin is very knowledgeable in the financial world. I especially appreciate his honesty in providing me services matching me with the right product even if is at his own detriment. That is the best possible proof of honesty"
Jean-Guy Talbot
CPA & Founder - Talbot & Associates
Derek has been a valued advisor through various financial seasons. He has a genuine desire for assisting others with their financial goals and wellness. His knowledge and flexibility produce a wonderful environment of trust that leads to personal financial wellness and growth. Always in your corner, and forever valued
Lorie Ritcher
Mother of five
Personal Testimonials
Our Partners:
Expanding Your Options to Serve You Better
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