Wild Rose Group of Companies and its associates seek to meet the insurance and investment challenges of our clients in new and creative ways. Our ‘out of the box’ thinking has developed an excellent reputation and brought us recognition for professional achievement within the industry, and, more importantly, with our client partners.
As professional leaders in the insurance and investment field for over 25 years, we consistently seek to improve ourselves through continued education. Our firm employs a team of multi-designated advisors and a host of specialized client service employees to provide focused and responsive solutions for our clients. The collective knowledge of our diverse backgrounds and education enables us to be visionaries in our field and give us insight into the uniqueness and complexities of each business and our client’s challenges. We have developed professional relationships with highly competent and specialized professionals that are able to help our clients in the area of accounting and specialized law, adding to the value of our client/advisor relationship.
We feel fortunate to assist our business clients, specializing in industries ranging from oil and gas to publishing, in the provision of group and corporate insurance, RRSPs and pension plans. Complementing our employee benefits practice, we also
assist individual clients through retirement and estate planning featuring such products as:
Individual RRSPs, RESPs, life insurance, disability insurance, critical illness insurance, long term care insurance, and travel insurance.
This process allows us to identify and procure needs for individual life, living benefits and investments that enable our clients to meet their goals - regardless of obstacles that may arise. We are grateful for the opportunity to assist all of our clients and thank them for their continued support, referrals and confidence.