We began in 1985 serving the communities of Newmarket, Bradford and Aurora, specialising in retirement and estate planning, life and disability insurance and employee benefit plans for business owners and professionals.Today, on behalf of our business & individual clients we provide financial advice on client portfolios totalling over $75 million of investment assets, over $100 million of annual life insurance premiums and consult on a number of health benefits plans for businesses across the country.
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.