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Our Values

NO HARM, NO STRESS | BEAUTIFUL QUALITY | RESPONSIBILITY TO ALL RELATIONSHIPS | EXCELLENT EXECUTION | PROMOTING HEALTH | ACTIVISM | TRANSPARENCY & DYNAMISM

Our Mission

Create Space to Breathe by building the best plans, delivering the best products, being accountable and transparent, and using business as a force for good.

Our Vision

All Canadians own and value life insurance.

Our Purpose

Lead a fundamental shift from unconscious entrepreneurialism to enlightened continuity.

What is Unconscious Entrepreneurialism and Enlightened Continuity?

Unconscious Entrepreneurialism is a state that is unaware of the negative peripheral impacts that can result from economic success. The side effects of Unconscious Entrepreneurialism are often only noticed after the consequences manifest. There is a choice that every entrepreneur faces when the side effects become apparent: they can be ignored and put down to the inevitable consequence of achieving success and financial wealth, or they can inspire action with urgency to evolve their state into something positive.

Enlightened Continuity is the result of an enlightened view that anticipates and appreciates economic success but does not see it as the overarching goal of the entrepreneurial endeavour. Enlightened Continuity focuses on value-based legacy building using economic success as a pillar that supports the achievement of this goal.

Our Seven Generation Philosophy

Our commitment to being a seven-generation company is our pledge to focus on long-term success for you and future generations, rather than short-term gains and fleeting trends of the industry.

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Exploring Our Human Potential

We use proven tools and methods to not only help plan your continuity in life, but also untap our human potential, such as the Kolbe A Index, meditation, and exercise.

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Our Environmental & Social Commitment

The impact we make in our work extends to our communities. Whether it’s supporting environmental and social causes or getting involved with our communities, we put great importance on taking care of the world we live in.

LEARN MORE ABOUT OUR IMPACT HERE