It’s that time of the year… the time I reach out to all the people in my network and say ‘thank you’ by sending you your very own pocket planner -- yes, that old fashioned relic of an analog booklet…
Read moreWhether you need coverage for your small business, your employees or your family (or all of the above), we can help.
We’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!
Blog posts
Quick (and interesting) articles to help you learn more about the one thing no one likes to talk about!
What do shipping and supply chains have to do with insurance and Christmas?
Did you know that the whole idea for insurance started out with the Phoenicians? They depended heavily on trade. Because shipping was expensive, and there was always the risk of losing ships and their cargo, they needed a way to…
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At what age were you ‘ready’ to hear professional financial planning advice?
A few months ago, a client asked me to chat with their 20-something nephew about financial planning. He understood that he did not truly understand the complex financial situation that young people face today. In some ways, it’s no different…
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Mann Tracht, Un Gott Lacht
“Mann Tracht, Un Gott Lacht” is an old Yiddish proverb that means, “Man Plans, and God Laughs.” The paradox of planning has never been more stark than in the past year. With unexpected lockdowns, travel cancellations, and all this other…
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It's going to be OK!
In all my years as an accredited Chartered Life Underwriter*, I’ve been through seven recessions. And while this one is very, very different in some respects, it’s already showing many similarities to all seven I’ve had the good fortune to…
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