Business Details
28 Years
experience
Trusted Insurance and Financial Planning Solutions in Charlottetown
Established in 1998, we have built a reputation as a premier insurance brokerage firm specializing in corporate and professional risk management solutions. Our expertise spans corporate-owned insurance, personal coverage, and investment planning, serving clients across the Maritime Provinces. With decades of combined experience, we collaborate closely with top-tier accounting and law firms to deliver tailored insurance strategies.Our team prioritizes client needs, leveraging innovative tools like segregated funds and tax-efficient annuities to protect businesses and families. Recognized for excellence, we consistently qualify for global insurance conferences and maintain leadership in the Canadian insurance industry.
Services
Corporate Insurance
Personal Insurance
Investment Planning
Tax Strategy
Financial Planning
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of specialized expertise in corporate and professional insurance.
- Our team collaborates with top Chartered Accountants and law firms for comprehensive solutions.
- We provide tax-efficient annuities and segregated funds with guaranteed returns.
- We serve all three Maritime Provinces with a focus on personalized client service.
- Our CEO consistently qualifies for global insurance excellence recognition programs.
Services
Corporate Insurance
Protect your business with specialized insurance solutions for key employees, shareholders, and corporate assets. We offer critical illness, buy/sell agreements, and disability coverage to ensure business continuity. Our strategies help mitigate financial risks from unexpected events while maintaining operational stability.
Personal Insurance
Comprehensive life, disability, and critical illness insurance tailored to individual needs. Our plans provide financial security for families, covering healthcare expenses, long-term care, and travel emergencies. We help clients structure policies for tax-efficient savings and income protection.
Investment Planning
Segregated funds and annuities with market participation and downside protection. Our investment strategies include maturity guarantees, reset options, and guaranteed minimum withdrawal benefits. We help clients optimize retirement income while minimizing tax liabilities through registered and non-registered plans.
Tax Strategy
Strategic tax planning using insurance-backed annuities and estate preservation techniques. We help businesses and individuals reduce terminal taxes, bypass probate, and implement tax-efficient wealth transfer solutions. Our approach focuses on long-term financial efficiency and compliance.
Financial Planning
Holistic financial planning covering retirement, education savings, and estate planning. We integrate insurance and investment products to create customized roadmaps for achieving financial goals. Our services emphasize risk management and intergenerational wealth transfer strategies.
People
Allan Burgoyne
CEO
Allan Burgoyne founded the company in 1998 after starting his insurance career in 1989. He consistently qualifies for global insurance excellence programs and specializes in corporate risk management solutions for Maritime businesses.
Craig Burgoyne
Associate
Craig Burgoyne joined the firm in 2009 after earning his business degree. He specializes in retirement planning and guaranteed investment vehicles, working closely with clients to develop personalized insurance and investment strategies.
Jerrod Burgoyne
Associate
Jerrod Burgoyne began his career in 2012, managing marketing and communications while serving personal insurance and investment clients. He focuses on client engagement and digital strategy implementation for the firm.
Questions
What types of insurance do you specialize in?
We specialize in corporate-owned insurance, personal life/disability coverage, critical illness protection, and investment-linked insurance solutions tailored to Maritime businesses and individuals.
How do you help businesses manage risk?
We provide buy/sell agreements, key person insurance, and disability coverage to protect business continuity. Our strategies ensure smooth ownership transitions and financial stability during unexpected events.
Do you serve clients outside Prince Edward Island?
Yes, we serve clients across all three Maritime Provinces including New Brunswick, Nova Scotia, and Prince Edward Island with customized insurance and financial planning solutions.
What investment options do you offer?
We offer segregated funds with market participation guarantees, insured annuities, and tax-efficient investment vehicles with maturity guarantees and reset options for long-term growth.
