• 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

Retirement Planning for Business Owners

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

Paying 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. In addition, when you have a plan, it’s easier to make financial decisions that align with your goals and provide peace of mind.

6 Steps to Retirement Success

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.