How We Help
Getting you where you want to be
We are an integrated financial planning firm that provides clients with
the very best in financial advice, products and services.
We know that being in the professional sports industry means you face some distinct challenges. We have the experience and understanding to tailor a financial planning strategy for your specific needs.
Life and Disability Insurance
As your personal insurance adviser, we can help provide protection coverage such as Life Insurance, Disability Insurance, Critical Illness Coverage, and Long Term Care Coverage.
Have you ever used a mortgage broker? Then you should try a deposit broker! As an independent deposit broker we can get you better rates for your Guaranteed Investment Certificates (GIC) and Savings Accounts.
Concept Group has over 20 years of experience in working with people at different stages of life, with unique challenges and goals. We use our comprehensive and proprietary Wealth Navigation Process™, to map out achievements in each area of your retirement planning. The extra ways we provide service to you will also give you the confidence you need to move forward with us.