With a deep understanding of the industry and a commitment to excellence, we specialize in providing tailored solutions to meet your unique needs. Our priority is to protect what matters most to you, offering peace of mind and unmatched dedication to ensuring your best interests are always at the heart of what we do.
Too many business owners delay getting insured out of fear—only to discover too late that they no longer qualify; this post explains why it’s always better to know where you stand now. ...more
Blogs
May 02, 2025•3 min read
A quick guide for business owners on how key person insurance can protect your company if a critical team member becomes unable to work or passes away. ...more
Blogs
April 17, 2025•2 min read
Steering a family business without a succession plan is like navigating without a compass—risky and potentially disastrous. Discover why proactive planning is essential to protect your legacy, reduce ... ...more
Blogs
April 08, 2025•2 min read
Building a successful business or high-income career takes skill. But when it comes to succession, exit, or retirement planning—“doing your own research” might not be enough. ...more
Blogs
March 21, 2025•2 min read
Business owners and incorporated professionals, you are probably paying too much in taxes. This case study will show you what is possible. ...more
Blogs
March 08, 2025•3 min read
Life is unpredictable. Illness or injury can disrupt not just your personal life but also your business. As a business owner, your absence—planned or unplanned—can lead to significant challenges. ...more
Blogs
March 07, 2025•3 min read
I’ve worked with many insurance providers globally, but none have offered such personalized service. Their team truly goes above and beyond.
Exceptional experience from start to finish. They took the time to understand my needs and offered the best solutions tailored to my situation.
I’m impressed by their global reach and professionalism. Their quick responses and reliable support make them my top choice for health coverage.
Our plans are tailored to meet individual needs, offering flexibility, competitive pricing, and a seamless claims process to ensure your peace of mind.
Our experts provide personalized consultations to assess your needs and recommend the best plan that suits your health, budget, and lifestyle.
Yes, we offer easy policy adjustments to ensure your coverage stays up to date with any changes in your life or needs.
Yes, we offer family plans that cover all ages, ensuring your loved ones are protected with comprehensive care and support.
Our claims process is fast and efficient, allowing you to submit claims easily, with most claims being processed within 24-48 hours.4o mini
837 W Hastings Street, Suite 202, Vancouver British Columbia V6B 2N4
(778) 402-9630
© 2025 | Alexander Potter, Certified Financial Planner CFP®