Whether you need coverage for your small business, your employees or your family (or all of the above), we can help. 

Cindy BowdenWe’ll learn about your needs so we can make recommendations that fit with you, your goals, and the guiding principles of your business. Because we’re powered by a CLU, we are experienced, educated, and certified to deliver insurance and benefits for businesses, employees, families, and individuals. That means you can get everything you need from one highly qualified individual. 

Learn about the unique bpe Integration Process we use to help you get the integrated business, personal and employee insurance plan you need. Even if you only need one or two of the three types of insurance, we can help you save time, save money and avoid the kinds of problems that give people headaches (or worse!) down the line. 

We encourage you to check out our website to learn more. Try our free self-assessment to find out if we may be a good fit for each other. And if you think our services could be helpful to you, give me a call at (905) 477-8029. It may be the most interesting conversation about insurance you’ve ever had!

Join our mailing list for the latest news

Blog posts

Quick (and interesting) articles to help you learn more about the one thing no one likes to talk about!

Help keep roller coasters in amusement parks… 

…and by that I mean out of your retirement strategy!!!         

Look, we all know just about everything ebbs and flows, or swings in cycles – the seasons, economic activity, political leanings, interest rates… everything! And if you take a look…

Read more

Nobody likes to be backed into a corner… 

Being backed into a corner always puts you in the worst possible position. That’s true in the boxing ring; it’s true when you’re painting your house; and, it’s true in retirement planning. 

And in a few years, that’s exactly the…

Read more

How to know if an advisor is right for you… 

I was recently in a workshop in which the participants were asked, ‘what is the most valuable thing you do that your clients don’t even see?’ 

The responses were incredible – it made me realize how much we all do…

Read more

Are you ready to get real about retirement? 

By Cindy Bowden 

It’s spring – and tax time. Chances are you are getting advice from multiple different advisors about your tax and financial planning. And chances are, it’s all good advice… but some of the advice from one…

Read more