We are dedicated to providing exceptional service to our corporate clients. Our agile and focused approach ensures that we deliver effective insurance and investment strategies. When needed, we collaborate with a team of knowledgeable specialists to provide comprehensive solutions.

 

Our team represents a diverse range of insurance carriers, enabling us to secure the most competitive values for our corporate clients' insurance and investment objectives.

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• ​​  VALUE PROPOSITION: Increase corporate cash flow through tax minimization and improved access to        capital.

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• SLOGAN / MOTTO: Let’s plan for tomorrow... today

 

• VISION: Creating more Wealthy Canadian Corporations



• MISSION: Providing financial security and peace of mind through insurance/investment concepts & strategies

 

• VALUES: Building Relationships and Trust, through added value creative strategies/concepts  

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• BRAND IMAGE: Create corporate clients which become our main source of referral

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       Payam Ala'i

      Advisor for Corporate Owned Life Insurance (COLI)

 

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