Ontario investment planning

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Investment Planning - Durham Region, Ontario

Independent - we work for you, not the insurance company

One company for your business & personal insurance

Serving customers throughout Ontario since 1946

Avoid investment planning problems!

Investment Planning can cost you more than just your premiums if you don't have the right coverage. It pays to have an independent insurance broker on your side.

Do you have the right coverage?

If you don't have the right insurance coverage, it can lead to costly claims down the road.

Are you paying more than you should?

Keep your insurance policy up to date so you don't pay more than you have to

What do you do if you have a claim?

Automation is great - but not if you can't reach real people when you need them most

Enjoy working with Julia Long. She is very helpful & easy to talk to & can give a quick answer to any questions that I asked.
C. Walker-Thomas

Getting investment planning in Durham Region is simple!

Follow the steps below and we'll take care of your investment planning needs for you.

Step one

Request a quote

Request an insurance quote online or by calling us at

Step Two

We'll do the work

We'll compare over 30 insurance companies to find you the best coverage and rates

Step Three

Get the coverage you need

Relax knowing you've got the coverage you need at the best rates available.