We have years of insurance experience helping clients save money and pay less tax. Ask us about:
We are at the forefront of tax planning, to make sure business owners and families have a customized plan. Everyone is different.
Every person and family is unique. We pride oursevles on our ability to custom taylor structures based on clients needs.
A lot of the time it is hard to keep up, but we try our best to make sure both the present and future needs are assessed properly.
Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your family and hard-won assets.
Noal has been in the industry for over 10 years now. His passion for helping people has helped him establish a unique position in the insurance industry.
We provide insurance and Investment counsel to families and business owners. Our goal is to keep our clients informed of the latest insurance options and creating unique tax structures in partnership with top legal and professional counsels.
Aside from work Noal has a lovely wife and two beautiful boys and is very passionate about all things golf related.
Laura has been in the financial planning industry for 26 years. Her mission has always been to work in partnership so she can focus on problem solving instead of prospecting. Her background in math, product and strategy development is sought after by leading financial advisors across Canada. She invests her time in understanding the insurance landscape in Canada and always analyze the products and solutions available from multiple insurance providers.
Her core belief is that, at the end of the day, “the truth” (the numbers) is all clients need to make an informed decision. When not running the numbers or consulting with clients, Laura jokes that she is an uber driver for her children. She also enjoys running and tough mudder competitions.
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14 Leswyn Road, North York, Ontario M6A 1K2, Canada
Monday - Friday: 9am - 5pm
Saturday: Closed
Sunday: Closed