28 Solaris Dr, Kanata On K2M 0L6
Invest with Confidence, Insure what Matters
Helping you plan a bright future!
About Us
Planning Futures
A Proven Approach
A Proven Approach
We have helped create programs and portfolios to meet long-term financial goals. Have questions about life insurance, investments, taxes, retirement, and estate planning? For every stage of life, we are here to help.
A Proven Approach
A Proven Approach
A Proven Approach
We analyze your goals and offer advice. How to start if you are just beginning, or compare analysis with your current portfolio and needs. Then we recommend strategies and options designed to meet your family, business or independent needs and risk tolerance.
Why Us?
A Proven Approach
Why Us?
Our team is comprised of people with different areas of financial experience, and we all share a commitment to our clients, ethics and integrity. We have proven results with a great track record and loyal, long term clients. You can count on unbiased recommendations and impartial guidance, understanding every step of the way.
Carrie Torma - Independent Broker / Owner
Carrie began her career in finance over 20 years ago in a wide range of management and advisor roles in many areas of the financial industry. She holds individual and corporate licenses and has network of top class brokers and affiliates who work closely together sharing the same vision of being in business for the client and developing relationships for life.
Carrie is an experienced and loyal broker, a single mom and runs 1/2 marathons and 10k's in her spare time showing her drive, energy, focus and commitment to the finish line.
We are in business for the client
We are a full service business. We offer Life insurance, Individual and Corporate. Investments, Mortgages and banking options. We have contracts with many carriers giving us the ability to offer our clients the very best and the right fit to their needs.