About Us

Since 1974, we have been proud to provide financial services to the corporations of Canada, both in Alberta and British Columbia. We are active in the following organizations:


  • BBB for over 25 years
  • Chamber of Commerce
  • Million Dollar Round Table


What is the Million Dollar Round Table Foundation?

We are proud to be a part of the Million Dollar Round Table (MDRT) Foundation. Funded by Cotton Planning Services and other insurance organizations throughout Canada, the MDRT awards several annual grants to a variety of worthy Canadian charities, handpicked by MDRT members. The Foundation was created to foster goodwill throughout Canada and strengthen our communities.

Financial reports and money
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