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From DREAM To BLUEPRINT To REALITY

LIVE LIFE BY DESIGN

YOUR JOB IS TO SHOW UP.

OUR JOB IS TO HELP YOU CLARIFY YOUR GOALS,

IDENTIFY YOUR CHALLENGES, AND DESIGN SOLUTIONS...

GETTING YOU TO YOUR GOALS  FASTER, WITH LESS RISK,

AND A PREDICTABLE SYSTEM.

FIND A TIME BELOW TO START THE CONVERSATION

Client Services

Budgeting | Retirement Planning | Kids Education | Life Insurance | Mortgages | Wills | Group Benefits & Savings

TESTIMONIALS

'Not going anywhere else after working with Jon'
There’s no one else I would trust with my family’s finances and to make sure my kids are set up properly. Through our businesses we have worked with many financial professionals but have never felt more looked after than when we're working with Jon.

Spa Owner | Restauranteur

Jean & Mark

Niagara Falls, On

Contact

Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.

Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all provinces. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.
Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. In Canada, term life insurance products and Common Sense Funds segregated fund products are underwritten by Primerica Life Insurance Company of Canada, Head Office: Mississauga, Ontario.
In Canada, mutual funds are offered exclusively by PFSL Investments Canada Ltd, mutual fund dealer. Representatives not registered with this entity cannot sell to you, or discuss with you, any mutual fund investment products. Primerica Home Office Address: 1 Primerica Parkway, Duluth, GA 30099. Canadian Head Office Address: 6985 Financial Drive, Suite 400, Mississauga, Ontario L5N 0G3.

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STRATEGIC PARTNER COMPANIES:​

Not all products/services are available in all provinces and territories. A representative’s ability to market products from the companies listed is subject to provincial or territorial licensing and/or certification requirements. 

Debt Solutions: 

Primerica does not deal in mortgages. Primerica Representatives make simple referrals of clients to B2B Bank for debt consolidation loans secured by residential real estate. 

Client Solutions: 

Vivint: Home automation services (including home security) are offered through a referral arrangement by contractual agreement between Primerica Client Services Inc., Primerica Client Services, Inc., PFSL Investments Canada Ltd., Vivint, Inc. and Vivint Canada, Inc. 

Legal and Identity Protection: 

Pre-Paid Legal Services and ID Theft Defense are each offered by contractual agreement between Primerica Client Service Inc., PFSL Investments Canada Ltd. and PPL Legal Care of Canada Corporation (“PPL”). Primerica reps refer clients to PPL. 

Auto & Home: 

Auto and Home insurance is offered through a referral arrangement by contractual agreement between SurexDirect.com Ltd., SurexDirect.com (Ontario) Ltd., Primerica Life Insurance Company of Canada and PFSL Investments Canada Ltd. 

Auto & Home insurance is not directly offered by Primerica. 

Disability Benefits: 

Primerica’s independent sales representatives promote and market insurance products that are administered by The Edge Benefits Inc. and that are underwritten by various Canadian insurers unaffiliated with Primerica. 

Life Insurance and Segregated Funds: 

Life insurance and segregated funds are offered through Primerica Life Insurance Company of Canada, 

Head Office: Mississauga, Ontario. 

Mutual Funds: 

Mutual funds are offered through PFSL Investments Canada Ltd., mutual fund dealer, Head Office: Mississauga, Ontario.​

Not all products and services are available in all states, territories, or the District of Columbia. A representative's ability to offer products from the companies listed is subject to state and federal licensing and certification requirements. Please refer to the Important Endnotes for additional details about the contractual arrangements and company affiliations detailed above.

Primerica is the trademark of Primerica, Inc. All other trademarks and service marks are the property of their respective owners.

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