Investment Services

Reduce the impact of Life's "what ifs"

 

Reduce the impact of Life's "what ifs": Disability, Critical illness or Premature death

It’s the subject no one wants to talk about, but estate planning is much bigger than “having a will”. Our team can help you develop an estate plan to protect you and your family in the event of disability or critical illness, as well as establish a plan to minimize the tax on capital assets left to your heirs.

Taking care of these important steps today, can make your estate as smooth and stress-free as possible and, although not guaranteed, afford you a better night’s sleep.

 

 

 

 

Mortgages & Debt Management Solutions

As an independent team of Insurance Advisors, we recommend everyone undergo a Risk Management Review, as part of a comprehensive Personal Wealth Management Strategy. We will analyse your current personal & corporate Life & Mortgage Insurance, Critical Illness, Disability, and Long Term Care Insurance policies. We also offer Personal Health and Dental coverage as well as Travel Insurance and corporate Group Benefit Plans which often result in significant savings for our clients.

For information about any of the following services, please contact us today! 

- Life Insurance

- Mortgage Insurance

- Disability Insurance

- Critical Illness Insurance

- Long Term Care

- Health & Dental Insurance

- Travel Insurance

- Group Benefit Plans

 If you would like to receive some information about our mortgage and debt management solutions please speak to one of our team members about a Mortgage & Debt Management Review, please contact us today.

Insurance products offered under the personal life license of each advisor.