We are brokers of insurance and financial/banking services for both individuals and small business owners. We work with clients throughout British Columbia, with a strong presence in the East & West Kootenay’s, Kelowna, Vancouver and Vancouver Island. With over three decades of financial services expertise, we can help you with a unique and customizable financial strategy that is tailored to your objectives.

View some of our services below and don’t hesitate to call us today to schedule a free phone consultation.

Small Business Products

Personal Financial Products

Our organization markets and distributes

Group Benefits

Financial Protection Products

Investment Management Products


Our pledge is to always place our clients’ well being first and to maintain the highest ethical standards for our profession. We strive to be the provider of choice for individuals, businesses, families or other professional advisors seeking this type of financial expertise.

Client Testimonials

Glenn and his team were very professional and gave me great advice and direction with my investments.

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