About Us


We solve problems so our clients can retire safely.  Through our strong partnerships with insurance companies, portfolio managers and private wealth councillors, we employ advanced insurance strategies and sound investment techniques, allowing you to live confidently and make financial decisions with intention.  With a focus on business owners and professionals, our goal is to relieve any feelings of stress or anxiety around your money and instead have you (and your employees) feeling organized, secure, and empowered.


Our Services

We work with nearly every company in Canada and stay informed on product innovations, ensuring you always get the best products at the best rates.


Proper insurance coverage is a vital component to any security plan.  We quote every insurer in Canada on a single report…



Whether it’s saving for your child’s education, planning a vacation, building a nest egg for retirement, we work with specialists…


Group Benefits

By investing in a group benefits program – not only does it help attract and retain the employees you want – it can also..


41% of Canadians rank money as their #1 source of stress

Only 22% of Canadians say they have the right insurance in place to protect themselves and their family

33% of Canadians believe they will never financially recover from the COVID-19 crisis

Only 20% of Canadians say they are optimistic about their ability to save for future expenditures

What our Clients Say

We pride ourselves on being by your side every step of the way and building relationships that last a lifetime.

Meet Our Team

Through strategic partnerships, we work with specialists in several fields to find the best solutions for your unique challenges. Every single time.

Dane Ozorio


B. Econ, Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC)

Meaghan Paterson

Administration Support

Financial Planning

If you’re like most people, your financial planning energy is focused on your day-to-day finances…