About

Established in 2003

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Renee Howard

"At the Heart of Our Approach Lies Collaboration,
and Support Enabling Us to Achieve Optimal
Results for Our Clients Together."

Mission

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Vision

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Values

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Professional Team

Emily Shelton

Emily Shelton

Sony CEO
Robbie Alexander

Robbie Alexander

Sony CEO
Liliana Hahn

Liliana Hahn

Sony CEO
Aaliyah Odling

Aaliyah Odling

Sony CEO
Life Insurance

Protect your family’s income and future if the unexpected happens.

Group Insurance

Benefits solutions for businesses and teams.

 

Why it matters:

  • Helps attract and retain employees
  • Provides health and protection benefits for groups

Who it’s for:

  • Small business owners
  • Incorporated professionals
  • Growing teams

No obligation • Licensed advisors • Canada-focused

Not sure? Ask a question

RRSP

Registered Retirement Savings Plan

Registered plans designed to help you save for retirement and manage income later in life.

 

Why it matters:

  • Helps defer taxes while building retirement savings
  • Provides structured income options during retirement years

Who it’s for:

  • Individuals planning for long-term retirement
  • Canadians looking to reduce taxable income
  • Retirees transitioning from savings to income

No obligation • Licensed advisors • Canada-focused

Not sure? Ask a question