Take the appropriate steps to protect yourself and your loved ones against unforeseen events.
Most people will find that by far their biggest asset is their ability to generate income. If loved ones are depending on your income-generating ability for their future, then a plan should be put in place to ensure that the income being relied on is replaced in the event of death or serious illness.
We offer personalized solutions for:
- Life Insurance
- Disability and Critical Illness Insurance
- Travel Insurance
- Long Term Care
We also provide Group Insurance and Group Benefit packages for businesses.
As a truly independent company, we take pride in our ability to deal with a variety of insurance companies in Canada, such as:
Canada Life
BMO Insurance
Blue Cross
RBC Insurance
Manulife Securities
Ivari
Equitable Life of Canada
Empire Life
Estate Planning
Estate Planning involves the effective distribution of your assets. The effectiveness of planning always improves dramatically given enough time and focus. This awards you with the valuable opportunity to engage in a meaningful distribution of your assets, to plan for a tax-efficient transfer of wealth to your heirs, using money as an expression of love.
The initial steps to estate planning involve working alongside your attorney and accountants to update wills, power of attorneys, tax liabilities upon death, succession plans, etc.