Essential Insurance Protections

We understand the importance of protecting your family from whatever life throws their way. Our friendly and knowledgeable staff will work with you to tailor an insurance package to meet your individual needs.

Explore Your Options

Some of Our Carriers

How we deal with Insurance & Wealth

At our company, we don't believe in a one-size-fits-all approach. That's why we take a personalized and holistic approach to meeting your insurance needs. We work with you until we find the right solution that meets your unique needs. Our team is committed to providing the services and support you need, whenever you need it.

Explore Your Options

What we offer

Wealth Management

Wealth Management is a comprehensive service focused on taking a holistic look at a client's financial picture.

Life Insurance

Life insurance protects your loved ones financially in the event of your untimely demise. Get insured right now.

Home &Auto

We strive to serve our clients in plain language; providing individualized solutions and personal communication.

Business Insurance

The enigma surrounding Buy & Sell Agreements and the potential benefits of Key Person Insurance.

CEO/CFO/Founder

Ed Bettencourt

MGA

Concierge Wealth Management

CEO/CFO

Serenitee

Cadieux

Licenced Executive

Assistant

British Columcia

Real Estate Broker

Compliance

Officer

ADVISORS

Shane Funnel

Perth, Smith Falls, Carleton Place

Scott Cordier

Ontario

Hailey Parker

Perth, Smiths Falls, Carleton Place

Glen Griffiths

Ontario Alberta

Sunny Kochar

every province in Canada including quebec

British Columcia

Real Estate Broker

Allora Digital Marketing

Compliance

Officer

Mohamed Konate

All Provinces and Quebec

Administration

Mimi Surguy

Executive

Administrator/Chief Operating Officer

Our Services

We offer a realistic perspective on Life, Health, and Business Insurance, providing personalized options to suit your insurance needs and budget. Our brokers collaborate with a diverse range of carriers, ensuring that we find the perfect match and work with you until the ideal solution is reached.

We offer comprehensive health insurance plans that cater to the medical expenses of all family members.

Our life insurance plans offer comprehensive financial support for all members of your family.

Acquiring business insurance can provide protection to both you and your business, safeguarding properties, operations, and ensuring the continuity of income generation.

Get Started Today!

Take the first step toward a better solution for your needs. Fill out the form below, and our team will get back to you promptly!

First Name

Last Name

Email *

Phone *

I confirm that I want to receive messages from using the contact information provided.

The smarter, easier way to make a will.

Creating a will doesn't have to be a complicated or stressful process. With modern tools and simplified steps, you can protect your loved ones and ensure your wishes are honored without the headache of traditional estate planning.

Our solution offers a smarter, easier way to make a will—streamlining the process so you can focus on what matters most. From clear, guided forms to expert support, you can craft a legally sound will in no time, giving you peace of mind for the future.