An independent insurance & wealth management firm based in Burlington, Ontario servicing families across Ontario
We proudly partner with families, providing financial solutions that are focused on addressing all personal & business financial & insurance needs
We believe families are seeking support & guidance from financial professionals, so they can manage their everyday personal & business lives while ensuring a bright financial future.
We teach the fundamentals of finance, empowering families to decide how best to meet their needs.
We offer holistic solutions designed to be tax efficient, individually tailored, appropriately invested in accredited investments with lower fees for service.
We offer Insurance to properly protect families for their life today, tomorrow & future estate needs.
We offer Group and Individual Health & Dental benefits, Travel Insurance and much more.
Contact us for a free consultation & review
Our
Team
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Peter Payne
Director - Insurance Operations & Licensed Insurance Broker
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Veronica Payne
Director - Wealth Management, Licensed Insurance Broker & Financial Representative
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Mitchell Payne
Partner - Financial Strategy, Licensed Insurance Broker & Financial Representative
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Zachary Payne
Partner - Office Manager & Licensed Insurance Broker
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Alisa Foster
Licensed Insurance Broker
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Victoria Monachino
Licensed Insurance Broker
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Paul Glenn
Licensed Insurance Broker
Our
Services
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Personal and Corporate Wealth Management
Dedicated to helping individuals and businesses reach their short-, medium-, and long-term financial goals, we keep our clients needs at the centre of everything we do.
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Insurance Counsel and Solutions
Offering a full suite of Life insurance options, focusing on educating and protecting our clients while providing the right kind of insurance coverage.
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Small Business Benefit and Group Investment Plans
Health / Disability Benefit Packages and group investment plans mimicking pensions for Canadian businesses. Adding value and long-term employee retention.
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Planning for Multi-Generational Wealth Transfer
Our goal for all clients is to create generational wealth and a smooth transition of estate assets between family members when that time comes.
