Our Services

Whether it’s your family, your business, or your employees, we help you protect what matters most with thoughtful, flexible solutions.

Businesses & Workplaces

Stronger Teams Start With Smarter Plans

Support your team, protect your company, and plan for what’s next with benefits and insurance solutions built to grow with your business. Our advisors make it easy to choose the right coverage, so you can focus on what you do best.

Our values that
power Sol

Strategy

Coverage that aligns with your goals

People-First

Plans designed for your team

Designed to fit your business

Employee Benefits Plans

Give your team the support they deserve with custom group benefits designed around their real-world needs.

Tailored plans

Maximizing the value of your plan

Teamwide hands-on service model

Employee Retirement Plans

Empower your employees to build financial security with flexible, future-focused retirement options.

Support long-term success

Flexible savings strategies

Retain and reward your valued team

Corporate Estate Planning

Safeguard your business legacy with solutions that protect leadership, ownership, and succession.

Plan for smooth transitions

Protect leadership and assets

Consult with our tax expert

"Knowledgeable, professional, and no-nonsense—this team knows what they are doing. Their leader Jason understands group benefits inside and out, and is truly competent in his field."

Individuals & Famliies

Coverage That Grows With You

From family planning to retirement, our personalized insurance and financial solutions such as life, disability, and critical illness coverage help you stay protected, confident, and ready for what’s next.

Our values that
power Sol

Clarity

We make complex choices simple

Care

Your needs come first, always

We help you plan ahead

Life Insurance & Estate Planning

Protect your family’s future with coverage for disability, critical illness, or loss of life.

Protect what matters most

Plan for your “Final Bill”

Use strategies to supplement retirement

Wealth Management & Retirement Planning

Build and protect your savings with expert guidance you can trust.

Reach financial goals with trusted experts

Guarantee funds for loved ones

Strengthen privacy and bypass probate

Living Benefits

Secure your future and leave a meaningful legacy on your terms.

Be ready for the unexpected

Supplement income during difficult times

Support when you need it the most

"As a growing franchise, we need a strong financial advisor capable of providing solutions on all fronts. Jason’s team has an amazing range of expertise - they manage our group benefit plan, retirement plan, accounting, and tax planning. True experts!"

General Insurance

Essential Protection for Wherever Life Takes You

We offer additional insurance options to round out your protection, so you’re covered at home, on the road, and wherever life takes you. Simple, flexible, and easy to bundle.

Our values that
power Sol

Convenience

Easy coverage for everyday life

Transparency

Honest policies, no surprises

What we cover

Travel Insurance

Protection from medical emergencies, trip delays, and cancellations, wherever your journey takes you.

Stay protected abroad

Single or multi-trip options

Auto Insurance

Customized vehicle coverage to keep you and your passengers safe, with support when you need it most.

Reliable on-the-road protection

Plans that fit your driving needs

Home Insurance

Coverage for your home, belongings, and peace of mind, whether you rent or own.

Safeguard what’s inside and out

Options for homeowners and renters

"Their team leader really knows his stuff! When he took over our group plan, he not only managed to find savings on renewal but also built a sustainable plan to keep the rates low."

Featured Partners

CanadaLife

Manulife

Sun Life

Pacific Blue Cross

Let's design a plan that works for you

Our experts are here to help you navigate employee benefits, investments, retirement plans and more.