AI-Powered Generational Wealth — No Fees, No Complexity
Smart Insurance
Better coverage, lower rates →
Group Benefits
Optimize employee coverage →
Wealth Building
Tax-efficient growth →
Scan your full picture in minutes. Spot tax savings, cut premiums, and watch wealth grow — all secured with bank-level encryption.
Best options without shopping around. Everything coordinated in one protected, encrypted platform.
Full pathway managed — insurance, investments, health, taxes. Your CPA stays in control. Everything CRA-compliant.
We work alongside legal and financial professionals to deliver better outcomes for shared clients. No conflicts. Full transparency. Better results.
We support your clients with tax-efficient structures and insurance solutions — all while keeping you in the loop and in control.
AI-powered insights that complement your work. We handle the insurance coordination while you focus on tax planning.
Expand your offerings without adding staff. We provide the backend coordination for insurance and employee benefits.
Our AI-powered engine brings together insurance, health, tax savings, and generational planning in one easy-to-use platform. It gives you live insights and clear next steps — all coordinated by our team with your existing advisors.
Auto, home, business, term life, and more — better protection at lower cost.
Real-time view of your benefits and HSA plus optional wellness programs for you and your team.
AI helps reduce your CRA bill and sets up tax-efficient structures so more wealth passes to your family.
All your important documents in one safe, private digital place.
Simple guidance on reducing debt and building for the future.
Your CPA and lawyer get real-time updates and co-branded recommendations.
Whether you're a business owner or a professional advisor, our team is here to coordinate a smooth, regulated pathway that puts more wealth in your hands.
We're compensated only by our industry partners in full compliance with all regulations. You receive expert advice, AI insights, and full coordination at no direct cost to you.
Our AI scans your full picture to spot tax savings, premium reductions, and wealth-building opportunities — at no cost to you.
Strategic partnerships with Manulife, Sun Life, Beneva, and Telus Health give us unique access to competitive rates and comprehensive coverage options.
Every step follows all regulations and the CRA tax code. We coordinate the full pathway while keeping your CPA and lawyer in control.
We built this engine to work with you — not replace you.
Bring 1–3 of your client files for a no-obligation test-drive. We run the full AI review, load everything into the shared Generational Vault, and deliver a clear optimization plan co-branded with your firm.
Your client relationships stay with you
Your clients get real optimization
Strengthens your entire practice
Whether you run a growing business or simply want to put our AI to the test, you're welcome here.
Book a free 30-minute review and education session. We'll look at your insurance (auto, home, small business, term life, and more), debt situation, and registered accounts — then show you simple ways to save and grow.
All benefit members with plans tailored by AG Benefits automatically receive full access to these tools and ongoing support. It's a low-pressure way to experience the power of our AI engine.
Share your business details and we'll reach out to discuss your goals