A Community Hub

Finances seem to get more and more complicated every year. The government and banks continue to introduce new ways to think about money as the Canadian economy continues to change.

It can be stressful and confusing—simply because of the scale. How much home insurance do I need? Should I have a TFSA? Who covers me if I get sick while I’m on vacation down South?

It is a challenge for people to know what to do. But the more we all talk to each other, the better we can address our challenges.

All of our offices throughout Nova Scotia have access to specialized insurance brokers and financial advisors. And because our brokers and advisors are all local, we’re able to provide insurance and financial services in a way that is often more personal and less expensive.

With relationships based on familiarity and expertise, along with a small town sensibility at the office, we work together to support the people in our community.

For example, when a broker insures a new home for a young family and saves them a few hundred dollars a year over their former provider, she knows that it might be a wise move for that family to talk to an advisor about putting those savings into an Education Savings Plan for their children.

Or when an advisor advises a single income family that wants disability insurance for their breadwinner but aren’t quite sure they can afford it, he knows that it is probably a good idea for that family to talk to a broker about how she may be able to save them money on their car insurance.

Each of our offices strives to be a community hub where people can meet, share questions and expertise, and plan for the future. You can find directions to all our locations here.