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.