Sound financial advice You can trust.

Hernan Rodriguez.

Independent financial broker, specializing in life insurance and retirement portfolios. Helping Canadian families and businesses to reach their financial goals while minimizing risk.

Technology & Human Touch.

We can service you 100% remotely from the comfort and safety of your home by voice or video call or we can meet you in person.

Your goals are our mission.

Whether you are starting out to plan your financial life or you want to preserve your accumulated wealth against any financial risk, we can help you. As a truly independent insurance and investment brokerage, we can plan and execute a customized financial plan to help you achieve your goals.