Personal & Business Insurance
Matching your objectives with an appropriate investment strategy. Balancing growth and security to minimize taxes and maximize your wealth.
Your financial priorities are: reducing debt, paying for children’s education and your retirement, and reducing income tax. You want your insurance portfolio to provide family security, but you also want to understand how it integrates with your retirement planning.
Planning for financial security is the process of helping you Imagine your Destination, Explore your Possibilities, Understand your Course and Reflect on your Journey so that you
Arrive with ConfidenceTM.
The Financial Planning Pyramid is a widely accepted, simple navigational tool for building your financial plan. The pyramid illustrates how developing a financial plan proceeds in an orderly fashion and is built on a sound foundation.
The pyramid demonstrates the priority with which financial planning issues are typically addressed. As you move up the pyramid, the opportunity for higher yields increases; however, risk also increases and liquidity reduces.
By understanding the risks associated with each component as it pertains to each client’s unique situation, we construct a customized plan with an appropriate risk/reward balance.
Our Insurance Products
Life Insurance
- Term Life
- Whole Life
- Universal Life
Living Benefits
- Disability Insurance
- Accident Only
- Accident and Sickness
- Critical Illness Insurance
- Basic
- Comprehensive
- Long Term Care Insurance
Travel Insurance
- Visitors to Canada
- Out of Country Medical
Health Insurance
- Dental
- Drug
- Extended Health Care
