Comprehensive Financial Solutions for Every Stage of Life

From retirement planning to tax strategies, our tailored services are designed to help you make smart decisions, grow your wealth, and achieve lasting financial security."

For The Inevitable

Life Insurance

Protect the people who depend on you.
We help you choose coverage that provides financial security, pays debts, and supports your loved ones when it matters most

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For the Unexpected

Living Benefits (Critical Illness & Disability)

Life doesn’t always go as planned.
Living Benefits provide income or a lump sum if illness or injury affects your ability to work, helping you stay financially stable during recovery.

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For Your Legacy

Corporate Strategy

Smart planning for business owners.
We help Canadian corporations use tax-efficient strategies to grow retained earnings, protect value, and plan for succession with confidence.

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For Growth & Retirement

Investment & Savings

Build your future with clarity and purpose.
We guide you through investment and savings strategies that align with your goals, risk comfort, and long-term plans.

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For Overseas Protection

Travel Insurance

Travel with peace of mind.
We help you stay protected against medical emergencies and unexpected costs while you’re away from home.

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For Your Team

Group Benefits

Support your team and strengthen your business.
We design group benefit plans that attract talent, support employee well-being, and fit your company’s budget and goals.

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Simple Savings Tool

Savings Calculator

Click below and see how your money can grow.
Easy, fast, and clear.

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What People Say

Clients' Voices

Testimonials from our satisfied clients.

Catherine Li

"Katrina is the best insurance advisor I have ever hoped for! She is professional, upfront with everything, and always looking out for us. She has always responded quickly to all my questions and concerns. When I've had life changes..."

Denise Lim

"...Overall, I highly recommend Katrina to anyone in need of life, critical illness, disability insurance. She is professional, attentive, and truly cares about her clients. With her expert advice and great attention to detail, you can be assured that you are in good hands and make the right decision that fits your needs and budget."

"I couldn't be happier with Katrina and what she has set my family up for... Katrina was extremely knowledgeable and she provided us a range of options that best suited our situation. I feel safe knowing that if anything were to happen that my family is protected. I highly recommend Katrina and will continue to recommend her to my friends and family."