Testimonials

Discover • Understand • Serve

We were introduced to Karen by our accountant. We operate a large construction company and were fortunate to have had an anomaly year where we grossed ten times our normal annual revenue. We were very nervous we may never have a year like that again and worried about where to put that money so that it would be safe yet still grow interest and still give us access to it. Karen and her team analysed our situation and found us to be good candidates for an Immediate Finance Arrangement. We needed life insurance to fund our buy/sell partnership agreement and were just going to buy term. We had a bad experience with life insurance in the past and didn’t want to repeat our mistakes. But when she showed us how we could set ourselves up for retirement, leave a legacy for all of our children, AND have immediate access to our money whenever we needed it to cashflow our business operations…. We saw it as the perfect solution. I would highly recommend Karen and her team for their creative solutions, professionalism, thorough in-depth attention to detail, and the way she took a complex situation and simplified it for us. It’s not done yet but we’ve already referred her to our doctor.

Paula P. – Devon, AB

I love to snowboard and play hockey in winter and rugby in summer but haven’t played as I can’t afford to get hurt.  Having this gives me peace of mind knowing I could still pay the bills!

D.S. – Didsbury athlete 

Balwinder Badhan
Balwinder Badhan
2021-05-13
Karen is just excellent. We loved her professionalism and skills
John Serafini
John Serafini
2020-11-25
There are a lot of ways I could describe Karen. Professional, personable, and caring are a few words that quickly come to mind. She takes time to understand your situation, clearly explains options available, and does her due diligence in finding the right solution with you. For me, she took time to understand the intricacies of a complicated situation and went to bat when needed to ensure that a claim got paid out. I can truly say that she lives up to her motto of Get Sick, Get Hurt, Get Paid. I can’t recommend her enough.
Ekina dese
Ekina dese
2020-11-19
Karen is amazing!She takes her time to make sure your needs are met regardless of your budget. She checks in and is very responsive.We are glad to use her services.
Harold Hagen
Harold Hagen
2020-10-14
As a mortgage broker, I have the opportunity to work with may industry professionals. Karen's genuine, heartfelt enthusiasm is immediately noticeable. A truly admirable quality and certainly a key to her success at delivering excellent insurance advise and services to her clients. Highly recommend Karen to all our clients!
Kim H
Kim H
2020-10-01
Karen was so knowledgeable in explaining all the different options available and recommended what she felt would work best for me, without being pushy and over selling, which I really appreciated. When it is time to make a claim she is totally in your corner versus some insurance agencies which seem happy to take your premiums but are so reluctant to pay out on a claim.

Children’s Critical Illness & Life Insurance

Family Financial Protection

Heart Attack

Stroke

Autism