Built on integrity. Driven by compassion. Guided by expertise.
Who We Are
We offer insurance and investment planning for individuals and families in Alberta and Ontario – made clear, ethical, and personalized. Because no two lives are the same, there is no one-size-fits-all financial plan. Talk to us today about your next insurance or investment plan:
Our Values
At SDIA, we believe financial clarity empowers better decisions. Through education, transparency, and ongoing guidance, we help clients build confidence in their financial choices. Insurance isn’t just about protection — it’s about planning for your wealth, your future, and your legacy.
Wealth management and financial literacy can be assets for everyone, at any stage of life. Wealth can grow in three ways:
Closing your financial gap
Paying off debt
Building income and savings
We help individuals and families understand these areas and create strategies that support long-term stability. Talk to us about how to strengthen your financial foundation. Book a consultation today:
Building Financial Stability at Every Stage of Life
Wealth management and financial literacy can be assets for everyone, at any stage of life. Wealth can grow in three ways:
Closing your financial gap
Paying off debt
Building income and savings
We help individuals and families understand these areas and create strategies that support long-term stability. Talk to us about how to strengthen your financial foundation. Book a consultation today:
Not sure what wealth management means?
Learn more about our approach and what it means for you.
Not sure what wealth management means?
Learn more about our approach and what it means for you.
Want to know more about the products and services we offer? Visit our services page, or connect with us:
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Our Trusted Carriers
MGA (Managing General Agency)
Sponsoring Carrier
Other Carriers
Built on integrity. Driven by compassion. Guided by expertise.
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