Patrick Cassidy

As a leader in sustainable investing, we can build you a portfolio that aligns your investments with your values — and helps you reach your financial goals. Ready to talk growth? Contact us today.

Get the whole picture. Talk to us today about a plan that includes investments and life insurance. We do both.

To all the Canadian non-profit and voluntary organizations who take care of us, we’ve created custom coverage to take care of you. After all, don’t we all do our best work when we can really put our hearts into it?

Ready to rev up your auto insurance policy? A Limited Waiver of Depreciation locks in your ride's value, protecting you from depreciation, in the event of a total loss. It’s exclusive to a vehicle’s first owner and runs for the first five years of ownership or lease. Let's make it happen today.

Navigating the complex world of investing can be overwhelming, but it doesn’t have to be. Think of it as a world of endless financial possibilities. We can help you get to where you want to go. Let us get you ready.

Comprehensive auto coverage protects you beyond collisions, from things like theft, vandalism, damage from animals, and fallen objects. Ask us about adding it to your auto insurance policy.

Building financial security starts with understanding your approach to saving and investing. Which of the following financial personalities describes you?

The right time to get life insurance is different for everyone. But it’s always a good idea to be prepared by having a policy in place before you need it. Think now’s the right time to look into life insurance? Talk to us today. We can help. #life #insurance

Before testing out the acoustics in your new basement bathroom with your favourite shower tunes, remember to ensure your home insurance policy is up to date. To learn more, talk to us today.