Insurance is exciting because no one thinks it is. Well, almost no one.

Financed Insurance

Our mission is to give you a quantum leap forward in your business.

We do it by bringing to bear the unique combination of highly efficient process and systems we have developed. So if you’re an advisor or allied professional – an accountant or lawyer, for example – you’ll be excited too. We work with the people in our network at three levels of engagement: collaboration, mentorship and succession.


We work together on insurance strategies for Canada’s most affluent individuals and corporations.


Our vision is to revolutionize this profession by mentoring a new generation of advisors. You’re an advisor. How can Brian help you?

Succession Planning

You’re a seasoned insurance advisor. You love what you do, and never want to stop doing it.

But you are burdened by servicing and outdated technology. Brian has solved those burdens and knows better than anyone how to generate revenue for you, and us, on a collaborative basis.

Want to learn more?

We do all of the above in the pursuit of greatness for our professional network, their clients and ourselves.

Watch videos on the experience page or get in touch.

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Contact Brian

Our job is to coach you – the advisor and the client – and not let you make a mistake.