WHY WE'RE DIFFERENT

We've built lasting relationships with clients in Peterborough, Lindsay, Cobourg, Haliburton and throughout the Kawartha Lakes region by focussing on long-term cost stability and service that exceeds expectations.

  • EXPERIENCE
    We’ve been providing knowledgeable, cost-effective employee benefit and retirement plans to the community for over 25 years.
  • A LONG-TERM VIEW
    We work with clients every day to ensure their employee benefit and retirement plans are proactive and sustainable.
  • THE RIGHT FIT
    We match employee benefit and retirement plans to employer values and tailor solutions to meet the changing needs of each and every client.
  • COMMUNICATION
    We encourage open lines of communication to help clients understand the long-term costs and advantages of well-rounded employee benefit and retirement plans.

We have access to proprietary, preferred underwriting agreements and we make every effort to educate clients in underwriting concepts and cost-savings opportunities. We believe that the loyalty of our clients speaks volumes in an industry where a promise often turns out to be a flash in the pan.

Contact us... We’ll set up a no-obligation introductory meeting and show you what sets us apart.