We ask the tough questions to help you deal with life’s unexpected events and ensure that you and your loved ones are protected.
Will your family have the financial resources to carry on if something happens to you?
Will you have enough income if you become permanently disabled?
Will your business have the financial resources to transition easily to new ownership if something happens to you?
Whatever your needs, we’ve got you covered.
Whether it is permanent or temporary insurance, we give you solutions that fit your needs
Protect your income if you become permanently disabled and unable to work
Receive a tax-free, lump-sum payment if you become critically ill. This can help with reduce the short term financial burden of temporarily losing income while you undergo treatment
Help ensure a smooth exit-strategy if something were to happen to a key person. It can also be used to provide a tax-advantaged retirement income source
Register for Online Investment Management and create the perfect investment strategy for your goals.
Schedule a meeting and begin your full service on-boarding with a portfolio manager. Minimum asset levels apply.
Questions? Contact us via email, telephone or schedule a meeting.