About

A small independent practice, for the whole province.

Founded in 2014. We specialize in entrepreneurs and business owners: planning, insurance, and investments, including life insurance, living benefits, retirement accounts, and group benefits. You sit with Bob or Jake.

Doing good business with good people.

Bob’s working rule is simple: understand what matters to someone, and line their money up with that. Coverage that matches a real obligation. Retirement money that can actually be spent. A company that can survive its owner.

The other way of working, product first and story second, is available at every bank in town. We’re the alternative. We start with the person in front of us.

How it actually goes

Sit down and listen

We start with you: the company, the household behind it, and the people you can’t afford to lose. We’ll ask careful questions. No product pitch.

Build the strategy

We’ll figure out what you actually need: coverage, savings, and how the company should sit in the plan.

Advice you can act on

You leave with a clear recommendation, the trade-offs in plain language, and a next step you can live with.

Review every year

A new hire, a landing, a share sale, a child taking over. We sit down every year so the plan still fits the life you’re living.

The people you’ll sit with

Financial Security Advisor

Bob Griffin

St. John’s, Newfoundland

Bob has worked in finance since 2002, and as a Financial Security Advisor since 2010. Most of his work is with entrepreneurs and business owners. He likes to understand the company and the household first, then build the plan, the insurance, and the investments around that life.

He sits with households and with owners: life insurance, living benefits, retirement accounts, group plans, and the coverage a company needs when someone can’t be replaced.

When he is not with clients, Bob is usually near his blueberry farm in Colliers. This province is home, not a marketing line.

“Understanding a client's values, and aligning their finances with them, is how I conduct good business with good people.”

More about Bob Check availability

Financial Security Advisor & Group Benefits

Jake Brennan

Marystown, Newfoundland

Jake has been working with people in Newfoundland for more than twenty years, mostly entrepreneurs and owners. He gives independent financial security advice, and he helps them shape group health and retirement benefits that fit a shop of twelve as well as a company of seventy.

He is careful with the details, and he turns benefits language into decisions an owner can act on. Originally from Marystown, Jake works with clients across the province and is known for advice people can trust, and understand.

“Security is not something you can buy. It is something you create through smart financial decisions.”

More about Jake Check availability

Advice is Bob and Jake. The paperwork and compliance sit behind them in St. John’s, so a beneficiary change or an underwriting question doesn’t wait on someone who’s already in a meeting. We’re a small practice. We won’t pretend otherwise.

Where we are

Mail: PO Box 5, Burin, NL A0E 1E0. We meet in person where it makes sense, and by phone or video across the province.

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