OUR GUIDANCE IS FOCUSED ON BUILDING YOUR SECURITY AND CONFIDENCE!

COMPREHENSIVE PLANNING

We specialize in creating protection strategies designed to fit your unique needs—covering everything from personal insurance to group benefits and travel protection.

Insurance planning

Insurance is a powerful tool in a financial plan both from protection and wealth building standpoint.

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Estate Planning

It is critical for you to have a proper wealth and estate transfer strategy              

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Retirement Planning

Retirement is a big challenge and if not planned properly you are at risk of living your dream retirement.

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WHY CHOOSE US

Insurance isn’t just about policies—it’s about people you can count on in life’s most important moments. With real experience and real support, we stand with you every step of the way.

  • TRUSTED

    When you call, you speak directly with us—not a call centre. We personally guide you through every step, from applications to claims, with care and commitment.

  • EXPERIENCED

    With over 30 years of personal expertise and more than 90 years combined as a team, we’ve navigated even the most complex cases. That experience means we know how to protect what matters most to you.

  • HUMAN

    We’ve lived through the same stages of life our clients face, so we understand your challenges firsthand. Our promise is simple: real people, real understanding, and real solutions tailored for you.

About Us

From individuals and families to professionals, business owners, and corporations, we provide tailored insurance solutions. With decades of real experience and a commitment to personal service, our goal is simple: to help you safeguard your health, income, and future with confidence.

About Us View history

OUR ADVISOR

Here's a view of our team who will partner with you in your journey.

frank marrella

Director & insurance specialist

pina marrella

Office Coordinator, Insurance Advisor & Realtor

Andrew Garfinkle

insurance advisor

Wing Chan

insurance advisor

LATEST BLOGS

Read our blogs to learn more about different financial strategies.

Maximize Your Retirement Savings

Retirement planning is more crucial than ever before. As life expectancy increases and economic landscapes shift...

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May 17, 2025 / 0 Comments

The Timeless Importance of Financial Planning

In our interconnected world, financial planning has emerged as a universal necessity, transcending cultural...

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 APR 7, 2025 / 0 Comments

Navigating the Modern Investment Landscape

In today's rapidly evolving financial landscape, the way individuals manage their investments is undergoing...

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apr 11, 2025                             / 0 Comments

QUOTES & TESTIMONIALS

Here's what some of our clients say about working with us.

“Thanks, we've achieved financial peace of mind. Their attention to detail and commitment to our goals have been invaluable..”

david and lisa brown

Retired IT professional

“I just don’t know how to describe your services. you are extraordinary! I am quite happy with them! Just keep up going this way!”

John and Mary SmitH

retired

“In short meetings with Smith managed to find the solution personally catered to my situation and expectations. Punctual, well informed and very reliable.”

Rahul khanna

business owner

OUR ADVICE IS DEDICATED TO YOUR FINANCIAL PROSPERITY