Insurance Planning

In the event that something unexpected happens, it’s important for you and your family to have insurance in order to be protected. However, insurance is more than just a safety net.

Protection & Peace of Mind

Insurance is often associated with accidents or emergencies, but it can also provide a shield against potential financial setbacks and serve as an alternative investment tool with significant guarantees. It can provide protection, help reduce the likelihood of future financial challenges, and even offer tax benefits. Including insurance as a part of your overall wealth strategy is therefore a wise decision.

Our Insurance Planning Approach

Our Approach to Insurance Planning

Many of our Wealth Management Advisors are dual-licensed, and can provide you with insurance recommendations. They will conduct a thorough Insurance analysis of your circumstances and help you identify the right types of insurance solutions and level of coverage for your needs.

Whether it’s life insurance, health insurance, or disability insurance, each type serves a specific purpose and offers unique benefits. By understanding these different types and their benefits, you can make informed decisions that best suit your needs and circumstances.

Our Advisors can also review your current policies to ensure you aren’t paying too much or paying for more insurance coverage than you need. Remember, the goal is not just to have insurance, but to have the right insurance.

Please note that Insurance services are not regulated by CIRO.

Types of Plans & Policies Offered

The world of insurance is a complex one. Our Wealth Management Advisors can assist you with selecting the right types of insurance solutions and level of coverage for your needs among the following: