Resources
Getting Started
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Introductory Questionnaire
Help us get to know you in preparation for our first meeting!
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Register for your client portal​
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Group Benefits Employee Census
​The most important document for quoting group benefits. Fill it out and provide it to our team.
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Investments
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Nest Wealth Account Creation (for Do-It-Yourselfers)
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About RRSPs (Registered Retirement Savings Plan)
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About RRIFs (Registered Retirement Income Fund)
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About RESPs (Registered Education Savings Plan)
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About TFSAs (Tax Free Savings Account)
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About RDSPs (Registered Disability Savings Plan)​​
Insurance
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Calculators
Complete the calculators with your information, print and bring a copy to your meeting with our team!
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Important Websites
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Retirement Resources
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Pacific Blue Cross Individual Plans
Self-Serve Options
Pacific Blue Cross offers coverage through individual benefits plans to those who are between jobs, newly graduated, not covered by employer benefits or looking to enhance their benefit coverage. They also offer conversion options for those departing a job or retiring and needing individual coverage to replace their group plan.
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Coverage is easy to apply for on your own, without needing to meet with a member of our team.
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Health and Dental Plans
Comprehensive and affordable coverage for those without coverage through work. Design a plan to meet your needs and complete a simple, one-time health questionnaire.
Guaranteed Acceptance
For people with pre-existing conditions, automatic approval with no medical questionnaire. Four tiers to choose from with virtual care and mental health support included.
Dental Only Coverage
For those just needing dental coverage. With increasing coverage over time and unique and affordable pricing.
Group Conversion Plan
Move automatically from a group plan to an individual plan without completing a medical questionnaire. A good choice for those with pre-existing health conditions who are between jobs or coming out of a group plan
Retirement Conversion Plan
For those retiring from an employer-paid plan. Find flexible retirement health plans with the flexibility to adjust your coverage. Guaranteed acceptance with no medical questionnaire required.
Get Started
Our process is tailored to you and your needs. You can get started right away with digital solutions to help us learn more about you or have our team guide you through information gathering and the full process. We'll work closely with you to create a pathway to financial success that's uniquely yours.
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Call us or send an email request to book your first meeting.
