We are a group of like-minded individuals that are genuinely interested in making a difference for the people we work with. No one advisor can be all things to all people. However, with our advisors and strategic partners, we are positioned to provide you with the best advice possible. We are small enough to provide the personal service that our clients have come to expect. And yet, we are large enough to have professionals that specialize in each area of expertise. Some of our services include life insurance planning, estate planning, income replacement planning, retirement planning, investment management, business owner insurance solutions, and employee group benefits. Subscribe to The Benefits of Knowledge Podcast. In this show, Lorne Curry helps businesses set up and manage their group benefits plan to protect and assist their most valuable assets. Join in as Lorne explores ways to help you develop effective and cost-efficient strategies for your business.