Providing the Best Advice in Wealth and Insurance Planning

Established in 1999, our firm has spent years living up to its name. ‘Prosim’ translates ‘to serve’ in latin. As a fiduciary, we pride ourselves on consistently working in the best interest of our clients, and always putting our best foot forward. At the core of our philosophy lies a deep understanding that each client is unique, with distinct financial goals, aspirations, and circumstances.

We offer a wide range of services that allow us to take a holistic approach to financial planning when helping our clients both personally and corporately. We are aligned with some of Canada’s largest investment and insurance companies, which enables us to find your tailored solution.  Whether its wealth management, insurance planning, or corporate group planning, we are here to help clients reach their goals. We also offer expert advice on employee benefit plans for small, medium, and large companies. Servicing our client’s is our number one priority.

Based in the Niagara Region, we have proudly been serving individuals and businesses across Canada for over twenty years. Get in-touch with us to discuss your personal or corporate financial goals.