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Purchasing financial products that meet your needs now and in the future can be complex. That’s why professional advice from knowledgeable financial security advisors is essential.

 

We can help you make informed decisions about the products in your portfolio. From securing a comfortable retirement, saving for a home and financing a child’s education, to protecting your family in the event of death, a disability or critical illness, we have access to a comprehensive portfolio of financial security products and services to help you address your planning needs. We also have access to products specifically designed to meet the unique needs of small and large businesses.

Welcome to Investment Insurance Solutions


I graduated from the St. Francis Xavier University in 1992 with a Bachelor of PhysEd. I then moved to Alberta after graduation and taught school for 8 years. Through teaching I learned problem solving, planning and organization.

 

In 2000 I became an Independent Financial Advisor. I now provide independent and objective Financial Planning advice to individuals, family and group.

 

In 2003 I completed my Certified Financial Planner accreditation (CFP). This is where I have been spending my time helping people in retirement planning, estate planning, protection of family and wealth

Meet Stephen