Your Legacy Ensured.

Your health is your currency when it comes to insurance of your person. Why not guarantee your currency?
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Your Legacy Ensured.

Secure your assets for life, and a little longer.

We help families protect, grow and successfully transition their wealth through generations.

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Put your hard-earned wealth to work

Your values and valuables will be your legacy. For the past 35 years, we have given our clients sound advice on using life insurance and annuities to preserve and build their wealth for generations.

– David Forest

  • 9

    expert advisors helping families protect, grow and successfully transfer their wealth through generations

  • 35

    years of solid, innovative ideas on using life insurance and annuities to safeguard legacies

  • 100%

    approval rate for submitted claims 

David Forest has consistently helped me secure both my business and family against the excessive taxation which success can bring. He has never avoided issues and has provided me with an incredible number of financial options from which to choose.
Chairman of a privately held real estate company

I have absolutely no hesitation in recommending David Forest and his team to anyone seeking the very best possible service in planning for the long term. This is a very professional organization.
Former Astronaut

I have known Mr. David Forest personally as a friend for more than ten years. Professionally, David provided us recently with an idea which we never thought of before and that both my advisors and myself found particularly useful in our own family situation. Later on, David showed me what was available in the marketplace. To implement the proposed plan and strategy he wisely recommended one of Canada’s top insurance firms, one that is very important to me. I look forward to working with David in the future and I have no hesitation in recommending him to anyone who needs advice in financial planning.
Chairman of a public company

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Our Services

Our creative strategies can protect you, your income and your capital against the risks of death, disability and longevity. As independent life insurance advisors, we recommend plans that are based solely on your circumstances, with advantages that are not found in stocks, bonds or real estate.

Life Insurance & Life Annuities

Life Insurance & Life Annuities

Is your life insurance used as an asset and integrated within your financial portfolio?

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Estate Planning

Estate Planning

Are you minimizing tax and maximizing your wealth’s impact on the next generation?

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Charitable Giving

Charitable Giving

Are your philanthropic goals aligned with your financial and tax planning strategy?

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Employee Benefits & Group Plans

Employee Benefits & Group Plans

Is your greatest asset protected?

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Asset Allocation

Asset Allocation

Do you want to know the pros and cons of all available options?

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Our Team