There has never been more choices for investing and insurance than there are today. New technologies have made it easy to access investment products at the click of a button. While all of these choices have been made available to investors they are not getting ahead.
We help clients make informed and educated decisions to create value for their retirement, business finances, and financial security. We take an unbiased approach to find the best option for investments and insurance for clients using 16 different insurance/financial companies in Canada.
We bring a modern approach to financial planning combined with tried and true traditional financial products. It is tempting today to chase the latest hot stock or crypto coin being pumped on social media. Real wealth is built over time using a diversified equity portfolio, whole life insurance, building a business, and real estate.
What We offer include:
- Retirement Planning
- Estate Planning
- Investments
- Pension transfers and unlocking
- Whole Life Insurance
- No Medical Life Insurance
- Term Life Insurance
- Segregated Funds
- Guaranteed Investment Options
- Group Health and Dental Insurance
- Critical Illness Insurance
- Disability Insurance
INVESTING
You will have access to a large suite of segregated fund options to ensure you are getting a great value. We focus on proven returns as well as management fees to ensure we make sensible choices for your investing goals. Let’s set up a diversified portfolio of stocks and bonds that matches your risk profile and long term returns objective.
This is the digital age and we can help you whether we meet in person or online. If you want to get started with us just reach out and lets set up an introduction.
What are the benefits of segregated funds?
- Protection of the amount invested at maturity of the investment and at death
- Protection of investment gains each year due to resets
- Possibility of not paying probate fees
- Privacy for portfolio settled on death
- Rapid settlement in the event of death
- Potential protection against creditors
- Possibility of a lifetime guaranteed income
INSURANCE
If you are looking for Life Insurance for yourself, your family, of for your business needs then feel free to get a quote.
We have the ability to shop rates of 16 of the top Life Insurance companies in Canada to ensure you are getting the best deal we can offer.
We help go guide you through a process to determine the right kind of coverage that suits you best and what insurance company has the best products for you.
We also offer coverage for those who have difficulty getting a policy due to health issues, even if they have been previously declined. You may be surprised by the rates we are able to find by carefully selecting the insurance company with the most appropriate application and underwriting process.
We are experts at getting the best value for our clients. On top of Life Insurance we also provide:
– Disability Insurance
– Critical Illness Insurance
– Group and personal Health Insurance
Why go to multiple agents trying to compare offers when you can stop here and get quotes from 16 insurance companies at once. It is the smart way to buy Life Insurance.
*All benefits are subject to terms, exceptions and potential provincial Law differences
*Canadians only – Contact us to ensure we are licensed in your province
There is no cost for an initial consultation to guide you with this process as we have helped many others with their retirement planning. We can help individuals from New Brunswick as well as Nova Scotia.