As executives and employees we understand that group insurance benefits represent a significant financial obligation while playing an important role, alongside government-sponsored benefit programs, in providing for the well-being of us and our families.

As individuals with families we understand the importance of a financial plan for today, tomorrow and the future. Life is not static and neither should be your insurance policies. As we live our lives, we should analyze and review our insurance needs to ensure appropriate policies are in place for today and the immediate future.

Our President

Our expertise enables us to make truly objective recommendations to our clients that put their needs first.

Kim is a licensed insurance agent with over 15 years of experience managing individual and group insurance programs to the private and public sectors, retail and professional associations. Kim has been a spokesperson or moderator of over 250 seminars across Canada for Group and Individual insurance, and has published over 100 articles for health and benefits publications. Kim served on the Board of Directors for Seneca College; a leader in post-secondary education, and is a past President of the International Society of Certified Employee Benefits Specialists, Toronto Chapter. Kim holds the industry-wide recognized Certified Employee Benefits Specialist (CEBS) designation, Long Term Care Professional (LTCP) designation, and Chartered Life Underwriter (CLU) designation. Kim is an active member of Advocis the Financial Advisors Association of Canada, The Institute for Advanced Financial Education and the International Society of Certified Employee Benefits Specialists.