Our Insurance Partners

Don’t see your carrier of choice? We have over 20 other partners. Ask Us!

Driven by a relentless focus on delivering excellent personalized services, the company provides clients with simple and affordable solutions to ensure their financial security. Founded in Massachusetts in 1903 to ensure the well-being of Acadian families, their mission has evolved to protect all Canadian families while maintaining the same core values. At the core of their mission, they make a significant difference for clients and communities alike. Motivated by an unwavering commitment to outstanding service, they offer tailored solutions that prioritize financial security and peace of mind for all their clients.

As a member of the BMO Financial Group, BMO Insurance is founded on a legacy that extends back to 1817. This proven history of financial strength lets us stand behind our insurance products by offering flexible coverage options, comprehensive benefits and competitive prices. A.M. Best Company gives us a Financial Strength Insurer Rating of A1, recognizing our excellent ability to meet our obligations. Our strength is further exemplified by our Life Insurance Capital Adequacy Test (LICAT) ratios as defined by the Office of the Superintendent of Financial Institutions (OSFI)

For over 170 years, customers across Canada have trusted us to provide for their financial security needs and to deliver on the promises we have made. Canada Life, a subsidiary of the Canada Life Assurance Company and one of the largest and oldest life insurance companies in the nation, boasts a financial strength rating of A+ from AM Best Company and offers some of the best life insurance policies available. Today, Canada Life extends its legacy of trust and reliability by offering a comprehensive range of insurance and wealth management products and services not only in Canada but also in the United Kingdom, the Isle of Man, and Germany, and through Irish Life in Ireland.

Will Peters works proudly with Desjardin

As a cooperative financial group, we empower our members and clients with the support they need to achieve financial independence. Ranked by Mediacorp Canada Inc. among Canada’s Top 100 Employers, Top Employers for Young People, and Greenest Employers, we are also proud recipients of the Women in Governance’s Platinum Parity Certification. Founded in 1900 by Alphonse and Dorimène Desjardins, we leverage the strength of cooperation to offer a wide range of financial services and contribute to the economic and social development of communities.

For nearly four decades, The Edge Benefits has provided affordable, flexible benefit solutions for the self-employed and small businesses in Canada. Offering guaranteed-issue and easy-to-qualify-for options, their coverage includes health & dental plans, income replacement benefits, business overhead expense coverage, critical illness insurance, life insurance, travel medical emergency coverage, and accident benefits. As a pioneer in the Canadian insurance industry, The Edge Benefits simplifies application and policy delivery processes. Partnered with top insurers and a nationwide network of advisors, they ensure accessible and customizable protection, having paid out hundreds of millions in benefits.

At the heart of our company is a clear vision: to be Canada’s most convenient insurance and investment company. Our mission is straightforward yet powerful: providing insurance and investment solutions that are simple, fast, and easy. We are guided by core values that emphasize honesty, fairness, and a steadfast commitment to our customers and each other. We treat everyone with respect and hold ourselves and one another accountable, ensuring that we always deliver on our promises.

Peters Wealth Management along with Manulife

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. Operating as John Hancock in the United States and as Manulife elsewhere, the company offers financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions. With a global presence and extensive expertise, Manulife delivers personalized solutions to meet diverse financial needs and goals.

MyDignity offers proprietary insurance plans that provide essential resources for those unable to care for themselves physically or mentally. By conducting comprehensive market reviews, they ensure you are fully informed about all care options, allowing for intelligent, peace-of-mind decisions. The MyDignity Home Care Assistance plan is the Gold Standard for future care, surpassing government assistance. This plan lets you choose and control home care, avoiding long-term care facilities, as home care offers superior quality and increased longevity. To explore your options and secure the best care for your future, get a quote today

Long Term Care – Get A Quote

RBC Insurance offers a comprehensive range of life, health, home, auto, travel, wealth, and reinsurance solutions, as well as creditor and business insurance services, to individual, business, and group clients. As the insurance brand of Royal Bank of Canada, the nation’s largest bank and one of the world’s biggest by market capitalization, RBC Insurance is among the largest Canadian bank-owned insurance organizations. With approximately 2,800 employees, they serve close to five million clients globally.

Peter's Wealth Kelowna SLI INsurance

Specialty Life is a Canadian-owned and operated financial services company specializing in solutions for hard-to-insure individuals. They offer a range of no medical exam life insurance products designed to meet diverse needs. Their mission is to help individuals find the best insurance products to suit their financial requirements and lifestyle. Even for those who have been denied coverage in the past due to age or health issues, Specialty Life can find a plan that addresses their needs.

Sun Life has a 150-year history of honouring commitments to customers, partners, shareholders, and communities. The company helps Canadians achieve financial security and healthier lives through its leading Group Benefits, Group Retirement Services, and Individual Insurance. With nearly 2,700 advisors in over 1,100 communities, Sun Life offers expert solutions based on the latest industry knowledge. The company supports individuals, businesses, and organizations with tailored financial and wellness programs to meet their unique needs.

Trusted Partnerships with Leading Banking Institutions

Manulife Bank, a Schedule I federally chartered bank and a wholly-owned subsidiary of The Manufacturers Life Insurance Company, was established in 1993 as the first federally regulated bank opened by an insurance company in Canada. It supports the sale of the parent company’s core products and distributes its own products through financial advisors, mortgage brokers, deposit brokers, and direct-to-client channels. Manulife Financial Corporation, with its global headquarters in Toronto, Canada, is a leading international financial services group operating as Manulife in Asia, Canada, and Europe, and primarily as John Hancock in the United States. They provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions, helping people make their decisions easier and lives better.

Explore a range of tailored banking solutions designed to meet diverse financial needs. These services offer flexibility and control for effective financial management. Click the link below or on the logo to discover more:

Banking Solutions – Learn More

Founded in 2014 and becoming part of Objectway Group in January 2024, Nest Wealth created Canada’s first Software as a Service (SaaS) digital wealth management platform to increase investor access to sophisticated wealth management advice. Nest Wealth’s digital wealth solutions empower wealth management firms and individual advisors to manage virtually any investment for any investor through any distribution channel. Today, their digital solutions are used by prominent financial institutions across North America, including the National Bank of Canada, to deliver superior investment experiences. Nest Wealth also offers an automated, low-fee, and transparent direct-to-investor wealth management solution, helping thousands of Canadians reach their financial goals.

Explore a range of tailored banking solutions designed to meet diverse financial needs. These services offer flexibility and control for effective financial management. Click the link below or on the logo to discover more:

Banking Solutions – Learn More

Equitable Bank and Peter's Wealth Management

Equitable Bank, managing over $74.1 billion in assets, is a wholly-owned subsidiary of EQB Inc. Since its founding in 1970 as The Equitable Trust Company, it has grown to become Canada’s seventh-largest Schedule I bank. Equitable Bank offers a diverse suite of residential lending, commercial lending, and savings solutions, including high-interest savings products and GICs.

Recognizing the evolving landscape of financial services, Equitable Bank launched EQ Bank in 2016. As Canada’s Challenger Bank™, EQ Bank embraces the shift towards digital channels, offering simple and convenient banking solutions that meet the needs of today’s consumers. This innovative approach aligns with our commitment to providing exceptional service and value to our clients through modern, efficient digital banking.

Equitable Bank’s forward-thinking strategy and robust digital platform make it an ideal partner for us. Their dedication to innovation and customer-centric solutions ensures that our clients have access to top-tier financial products and services. 

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