• Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More
  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More
  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More
  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More

We specialize in providing consulting for Employee benefits including group investment products and Executive benefits and make it understandable for our clients. Service is the cornerstone of our firm. We serve a broad array of clientele; from small businesses to large corporations. As every client is unique we take pride in understanding our clients’ needs and helping them achieve their goals. Being true independent brokers, we only work for our clients and not for any one insurance company. Service matched with solid processes and integrity are the cornerstones of our company. We look forward to working with you now and in the future.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest news

When should I buy life insurance?

Life insurance is something you can use at any age. Whether you’re in your 20s or approaching retirement, you can benefit from having life insurance. Our article, “When should I buy life insurance”? can help you understand: • What the two main types of life insurance are – term and permanent • When term insurance is better for you and when permanent insurance is • How life insurance can benefit you at different ages • What costs life insurance can help your loved ones’ cover

Saving for Education

Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education.

Easy Exit: Business Succession in a Nutshell

Getting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no better time to plan your exit strategy than now.