We are dedicated to providing exceptional service to our corporate clients. Our agile and focused approach ensures that we deliver effective insurance and investment strategies. When needed, we collaborate with a team of knowledgeable specialists to provide comprehensive solutions."

Our team represents a diverse range of insurance carriers, enabling us to secure the most competitive values for our corporate clients' insurance and investment objectives.

VALUE PROPOSITION: Increase corporate cash flow through tax minimization and improved access to capital.

SLOGAN / MOTTO: Let’s plan for tomorrow... today

VISION: Creating more Wealthy Canadian Corporations

MISSION: Providing financial security and peace of mind through insurance/investment concepts & strategies

VALUES: Building Relationships and Trust, through added value creative strategies/concepts

BRAND IMAGE: Create corporate clients which become our main source of referral

One Approach

PUTTING YOUR INTERESTS FIRST: Your interests are paramount throughout our business relationship. Accordingly, we are pleased and proud to commit to the following fiduciary principles:

We will always put your interest first.

We will act with the skill, care, diligence and good judgment of a professional.

We will never mislead you.

We will provide full disclosure of all important facts along with an engagement letter at the beginning of our business relationship.

We will avoid conflicts and will fully disclose and fairly manage, in your favour, any unavoidable conflicts. A conflict resolution document will be handed to you at the beginning of our business relationship.

We will disclose our commissions and/or referral fees if you are interested and ask. This is your right.

When giving you options as to what to purchase, we will indicate the features, advantages, and benefits of each product. We can also indicate our commission on different options if you are interested and ask.

Payam Ala'i

Corporate Owned Life Insurance Advisor