Hello
Welcome
Welcome. Taking the next step in your financial journey doesn’t have to be complicated. We’ve designed a seamless process focused on understanding your goals, answering your questions, and providing clear guidance every step of the way.
About Me
Your Advisor - Jeron Adams
I’m Jeron Adams, a licensed Insurance Broker committed to helping Canadians take control of their financial futures through trusted advice, tailored strategies, and personalized planning. For over three years, I’ve partnered with individuals and families to navigate complex financial decisions—empowering them with confidence, clarity, an
I’m Jeron Adams, a licensed Insurance Broker committed to helping Canadians take control of their financial futures through trusted advice, tailored strategies, and personalized planning. For over three years, I’ve partnered with individuals and families to navigate complex financial decisions—empowering them with confidence, clarity, and actionable solutions that support long-term financial well-being.
My approach is rooted in education first—I believe every client deserves to understand why a financial recommendation is right for them and how it supports their larger life vision. Whether you’re just starting your financial journey or seeking to strengthen and protect what you’ve built, I provide the guidance and expertise you need to make confident decisions.
I am proud to serve Canadians with integrity, transparency, and an unwavering commitment to their financial success—and I look forward to partnering with you on your journey to financial peace of mind.
Our Managing Companies
Who are we?
Aegon:
Aegon is an international financial services company with roots dating back to 1844, and it was formally established under the Aegon name in 1983 following the merger of two Dutch insurers. Headquartered in the Netherlands, Aegon operates globally and focuses on life insurance, pensions, and long-term savings solutions. The company is known for its long history, global presence, and emphasis on retirement and long-term financial security.
Transamerica:
Transamerica was founded in 1904 in the United States and has grown into a well-recognized provider of life insurance and retirement solutions. The company serves both individuals and employers, with a strong focus on helping people prepare for retirement income and long-term financial needs. Transamerica is known for its long operating history and its emphasis on retirement planning and financial education.
World Financial Group (WFG):
World Financial Group was founded in 2001 as a financial services marketing and distribution company. Rather than creating its own financial products, WFG works with established insurance and financial institutions to provide clients access to a range of solutions. Through licensed independent agents, WFG focuses on financial education and helping individuals and families better understand their options for protection, savings, and retirement planning.
Partnering Companies (Not limited to)
Equitable Life of Canada
Equitable Life of Canada
Equitable Life of Canada
Founded in 1920, Equitable Life of Canada is one of the country’s largest mutual life insurance companies, offering life, health, group benefits, and retirement solutions. As a mutual company, it is owned by participating policyholders, allowing it to focus on long-term stability and client value.
IA Financial Group
Equitable Life of Canada
Equitable Life of Canada
Founded in 1892, iA Financial Group is one of Canada’s largest insurance and wealth management companies, serving millions of clients across North America. It offers a broad range of life insurance, savings, retirement, and investment solutions for individuals and businesses.
Manulife
Equitable Life of Canada
Canada Protection Plan
Founded in 1887, Manulife is a leading international financial services group with operations in Canada, the U.S., and Asia. The company offers life insurance, health insurance, wealth management, and retirement solutions to individuals and businesses worldwide.
Canada Protection Plan
Canada Protection Plan
Canada Protection Plan
Founded in 1992, Canada Protection Plan specializes in simplified and guaranteed life insurance solutions designed for Canadians who may not qualify for traditional coverage. Its products focus on ease of approval, flexibility, and accessibility without extensive medical underwriting.
BMO
Canada Protection Plan
Foresters
Bank of Montreal (BMO), founded in 1817, is one of Canada’s oldest and largest banks. It provides a wide range of financial services, including personal and business banking, mortgages, lending, and wealth management solutions across Canada and select global markets.
Foresters
Canada Protection Plan
Foresters
Foresters Financial is an international fraternal benefit society founded in 1874 that provides life insurance, savings, and investment solutions. In addition to insurance protection, Foresters offers member benefits such as scholarships, community grants, and family wellness programs.
Our Goals
Financial Education for All
Provide free financial education to over 30,000 Canadians by 2028, empowering individuals and families with the knowledge needed to make confident decisions around money, protection, and long-term planning.
Nationwide Wealth Creation
Help create $5 million in measurable wealth for Canadians by 2028 through strategic planning, disciplined savings, investment education, and long-term financial guidance.
Family Financial Protection Initiative
Assist 10,000 Canadian families by 2028 in closing critical protection gaps by implementing appropriate life insurance, living benefits, and risk management strategies to safeguard their financial futures.