The CS Way

When it comes to delivering results based on your personal and business goals, or developing excellent product recommendations that have nothing but your best interests in mind – our committed team is there with bells on.

We understand that achieving personal and professional success is a journey. That’s why nurturing long term relationships with our clients is an invaluable part of our mission. 

Because when you thrive, we do too – so you can always count on us to be with you every step of the way.

Here’s a peak at our areas of expertise.

Employee Benefits

Think of us as an extension of your HR department. We’ll work with you and your team to produce flexible solutions that make sure your company’s one that people want to work for – and we’ll search tirelessly for the most efficient, cost effective ways to do so.

Employee Savings & Retirement

Robust, tax-sheltered RSP opportunities are the beating heart of any great employee value proposition. Our team of experts are always on hand to help make tangible retirement products and services a reality for you and your staff, with the lowest possible fees involved.

Life & Estate Insurance

Life is everchanging, and so are your needs. That’s why we’re dedicated to providing optimal solutions for you and your family, that prioritise your unique journey and cater to your specific requirements as they chop and change along the way.

Private Wealth Investment

No matter what you’re saving for or investing in, we’ve got the services and product knowledge you’ll need to meet your personal accumulation or income needs and achieve the best possible outcomes – for now and for the future.
Here’s what our clients think


We’ll take the time to develop a thorough understanding of your current and desired situation by taking a look at your current data and investments and having a good, old chat.


Once we’ve got that covered, we’ll move into our research and analysis phase and conjure up a solid financial strategy that aligns with your ambitions and goals.


At this stage, our team of experts will make an informed product recommendation that relates to where you’re at now, and where you’d like to be.


You’ll receive dedicated support both throughout this process and on an ongoing basis, and we’ll adapt our services to meet your needs as they chop and change along the way.