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About Advanced Planning Insurance Group

Protecting, Planning & Positioning for Individuals, Families & Businesses

We are a full Insurance & Financial Services Group within the Ottawa area offering many solutions with exceptional service to individuals, families, self-employed & businesses across Ottawa area including the Valley & the province of Ontario. We represent 15 of the top reputable Canadian Life insurers including Transamerica Life, Manulife Financial, Desjardins Financial, Industrial Alliance, Foresters, Canada Life, Empire Life, Sunlife and more. 

Whether your need is PERSONAL OR BUSINESS we can take care of your main purpose of insurance whether its for a Buy/Sell Agreement, Critical Illness Protection, Estate Planning, Key Person Insurance, Life Protection, Partnership, or Retirement Planning we have the solution for you.

We offer traditional life & mortgage insurance coverage such as Term & Permanent (Whole Life, Universal Life, Term 100) insurance, Living Benefits insurance such as Critical Illness Protection, Long Term Care, Disability, Extended Health Plans & Travel insurance.

No matter what stage of life your at, we can help you purchase the best products and create the right plan to help you execute your investment strategy either with TFSA's, RRSP's, RESP's, RRIF's, GIC's, Mutual Funds, Segregated Funds & Annuities.

We will do what it takes to earn your business and keep it for long term, so we at Advanced Planning Insurance Group subscribe to the basic philosophy process of INSURANCE DONE RIGHT...



Here's what we'll do for you...
  • Make an inventory of your insurance policies.
  • Review each policy to ensure it is properly structured and its purpose in your financial plan is understood.
  • Assess each policy to make sure the premium is competitive (older policies can be rewritten at much lower rates).
  • Conduct a "Needs Analysis Calculation" to ensure that you have enough insurance to provide for your family and the correct plan.
  • If you do require additional coverage, we will shop the market to get the right coverage at the right price.
  • We will closely monitor the application process to ensure your coverage is reviewed promptly and that you receive the best offer.
  • Review your needs annually to make your coverage continue to meet your needs.
  • Provide comprehensive administration and claims service so that you can be confident that you'll receive the service you expect & deserve.
  • We look forward in helping you & your family.
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Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Insurance products are provided through PPI Management Inc.