The purposes you value are at the centre of everything we do. We’ll begin our work with you by listening – exploring your ideals and priorities. Then, we develop the plans and identify the products that will allow you to feel confident about your financial future. With our personalized approach, every solution is unique. In addition, our knowledgeable and specialized staff has the capability to implement the plan tailored for you.
We are proven experts in using life insurance to achieve financial goals. Our creativity and expertise have been widely praised by satisfied clients as well as industry experts, lawyers and accountants. We cherish the trust of our clients, creating an environment in which they can consider the future, freely expressing goals and dreams. Our aim is to provide you with peace of mind, by empowering you to feel excited about your financial future. Now that’s the power of purpose.
“I’ve always felt that if you live and earn a livelihood in a community, you should support it”. These are the words of our founder, Al G. Brown z”l which our firm continues to live by. Our charitable endeavors are not limited to donations of money. We also give freely of our time. This work has given us the great fortune of meeting and becoming friendly with likeminded people who’ve shared our life and charitable journey. We have been fortunate to have clients who are remarkably charitable and philanthropic. They might have learned some strategies from us, but we have also learned much from them. They are pillars of our community, mentors and wonderful examples for their families.
Kayla’s Children Centre (KCC) is a school, therapy clinic, and recreational centre for infants, children, and teens with disabilities, behavioural challenges, and complex medical needs. Our firm is proud to support the amazing work that KCC does and to ensure that as man y as children as possible benefit from the services KCC offers. Elli Schochet has been part of KCC's charity bike ride for many years.
The Jewish Foundation of Greater Toronto is a community foundation that allows individuals and families to fulfill their personal philanthropic goals and translate their charitable vision into viable solutions. In the photo above David Wm. Brown z"l presents Eric Miller, CFO , UJA Federation of Greater Toronto with a cheque for $1M representing the proceeds from a client's charitable life insurance policy
Chai Lifeline provides support to children diagnosed with a serious illness and their families. It provides the concrete services and emotional support that enables patients, siblings, and parents to find hope and joy in their lives. Our firm is inspired by the network of professionals and volunteers who work tirelessly on behalf of Chai Lifeline.