As Airdrie’s primary financial services company, we pride ourselves on top-notch client service: attentive to the small details and being actively involved in the community we love. We are a holistic company providing investment and personal and small business insurance solutions.

We help simplify the financial lives of individuals and small businesses throughout their lifetime, and often find ourselves providing the most value in the following areas:


> As you near retirement:  Some of the best value we can provide is a sound retirement plan

Your financial planning will take a noticeable step up in complexity 3-5 years before you retire. There are many moving parts and questions that need to be answered. We are here to provide options, create an actionable plan, and be your long-term partner in a successful retirement and legacy plan.

> As a business owner: We LOVE working with Airdrie small businesses. 

Whether your company is just starting out and needing basic protection as an owner or key employee, you want to add health and dental benefits for staff, or you are an established company implementing additional tax strategies for corporate investing, we have your back. Every business is unique in their needs, and we can help to uncover the best options.

> As a new or growing family: Young families are one of our priorities to protect. 

There are many considerations around protection of assets, lifestyle, and health that should be established: ultimately assuring that you can weather any storm with confidence and peace of mind. Mortgage protection, life insurance, disability, critical illness insurance, health and dental, or needing guidance on investment planning.