With Over 20 Insurance companies to choose from, we are the "go-to Insurance Broker" in Chilliwack and the surrounding area. If you want the best product with a great price, give us a call to get started.
We specialize in personal insurance and investment products. Whether you are looking for low cost Term Life, Whole Life, or Living Benefits like DI, CI or Travel Insurance, give us a call. Get a second opinion on your existing insurance and investments to compare costs. See what else may be possible. Learn your Financial Independence Number (FIN). Do you want to grow your wealth? Give us a call. Here are areas we can assist you with: Second opinion on your existing insurance and investments Financial plan to get you to your retirement goals Income tax strategies to increase your investment into your RRSP Loans for RRSP investing Mortgage Insurance Help you get a mortgage Life Insurance Disability & Critical Illness Insurance Long Term Care coverage Travel Insurance Medical & Dental coverage Segregated Funds Open Investments in Corporate Class TFSA Annuities Group Benefit Plans Contact Cindy at (604) 819-7574 for an appointment.
Certifications and associations
M.Ed. BNI associate, SFU Alumni, UBC Alumni, IFB, Independent Financial Advisor, licensed in BC and AB
- Insurance: Manulife, BMO, RBC, Foresters, Ivari, Empire Life, Desjardins, and others. Mutual Funds: RBC, Fidelity, Dynamic, Mackenzie, NEI, Franklin Templeton and others.
- Sunday Closed