Proudly Canadian, we count it a priviledge and an honour to serve our prospective and existing clientele primarily in Ontario and also BC, AB, MB, NS, & SK! With 15+ years of industry experience our President & Founder Samuel Springer Jr. had humble beginnings at ivari’s head office (formerly Transamerica Life Canada) for 12 years. Naturally, the next step was to become a life insurance broker. As Samuel built his practice, he joined one of the industry leading agencies, The President’s Group, where he honed his skills and became proficient in providing life insurance solutions primarily to business owners (as well as families & individuals) for the next 3.5 years, and also became licensed to provide solutions across Canada.
Though our primary agenda is building financial security through insurance solutions, one should also consider: Cash Flow Management; Supplementing Your Retirement; Wills & Estate Preservation; Protection From Creditors, and more!
Wouldn’t it be prudent as well as proactive to have safe guards in place which enable you to enjoy your life and protect what matters most to you.
How you ask? We have a trusted network whom we work with to ensure our client’s wholistic needs are met both now and for the future.
Remember, it’s okay if you have existing coverage. If we cannot save you money on the cost of your insurance it’s our pleasure to have spoken with you to ensure you have the correct coverage in place – there is no substitute for being prepared. Just review our testimonials; there are no pushy advisors here!
To receive the Certified Financial Planning (CFP) designation in 2019-2020
To Train and Coach new advisors
Open a community outreach facility where specific non-profit programs will be offered to young married couples and youth
To help people achieve their dreams by coaching and implementing action plans, thus wholistic fulfillment being attained