Your Friend With Benefits®

Plan Concept

Analogy: In nearly every sport, you can find some form of an offensive team and a defensive team. You’ll have to keep your eye on the ball in order to get that prize. The job of your offensive team is merely to help attain some goals. Your offensive team players can consist of your RRSPs, TFSAs, and any registered or unregistered investments.

​It’s great to invest heavily into that offensive team. But sometimes life can throw some curve balls. Without a strong defense in place, then your offensive members will start running backwards to try to get things back on track.

​It is vital to have a strong defensive team. Your defensive members are your Disability Insurance, Critical Illness Insurance, Long-term care, Life insurance, Extended health care and Dental care.

​The most important job of all is the coach. That’s where we come in. You already know how to play the game. You even know the rules. But sometimes that coach may just be inspiring enough to help you keep your overall goal on track – we’re here to help you keep your eye on that prize.

Don’t just let anyone have the job of your coach. You deserve professional guidance. You deserve to be serviced by an FWB Advisor. Don’t settle for any less.