INSURANCE

As a Licensed Life and A&S Insurance Agents/Financial Advisors, we can provide you with sound advice and a Personal Wealth Management Strategy to guide & assist you & your family at any stage of lives.

Life Insurance

We offer three main types of Life Insurance Term life, Whole life, and Universal Life insurance. Along with huge catalog of riders and more personalized insurance product.

Term life insurance

Term life insurance is an affordable option for those looking for temporary insurance for specific concerns, such as providing income to survivors so that they may maintain their standard of living, cover mortgage payments or stay home with young children.

Whole life insurance

Whole life insurance policies build equity similarly to purchasing a home with a monthly mortgage. It can be used as part of estate planning. Most whole life policies have fixed rates, which make them a great choice for those who like to plan their budgets with fixed costs.

Universal Life insurance

For maximum flexibility and lifelong financial protection, Universal Life insurance gives you all the benefits of permanent life insurance with added investment options.

GROUP BENEFITS

Coverage for health care, dental care, short term or long-term disability, life insurance for any businesses operations, whether you are a sole proprietor, small business owner or a corporation. You will find the right coverage that fits your needs.

We also cover all of the following needs under the group umbrella:

  • Group Benefit Plan
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Individual Health & Dental Plan
  • Travel Insurance
  • Buy/Sell Insurance
  • Key Person Insurance
  • Investments

BUSINESS INSURANCE

We provide coverage for any business operation, its directors & officers, owners or partners, all properties thereof and any exposure to legal liability.

We also facilitate policies like:

  • Construction Insurance
  • Executive risk and business interruption Insurance
  • General Commercial Insurance
  • Home Based Business Insurance
  • Commercial Auto/Fleet Insurance
  • Drone Insurance
  • Directors & Officers Insurance
  • Professional Liability Insurance
  • Ocean & Marine Cargo Insurance
  • Information Technology Insurance
  • Transportation insurance
  • Construction Insurance
  • Credit Insurance
  • Restaurant Insurance
  • Performing Arts Insurance
  • Mergers & Acquisitions Insurance
  • Surety & Bond Insurance
  • Non-for-Profit Insurance
  • Hole-in-One Insurance
  • Cyber Liability Insurance

INVESTMENTS

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success.

Our commitment and dedication to a future goal is what connects our business to our clients and their families. Whether they’re business owners, executives, professionals or entrepreneurs, we follow a disciplined approach to assess the full picture, analyze the options and continuously monitor the progress towards the goal.

“So Lets Start today wealth and prosperity are upon us”

 Investment Tools and Strategy

  • Segregated Funds
  • Mutual Funds
  • GICs
  • Canada Saving Bonds
  • Treasury Bills
  • Annuities
  • RRSP
  • TFSA
  • RESP
  • LIRA
  • RRIF
  • Minimize the cost of borrowing and accelerate your savings
  • Get yourself on track to home ownership
  • Optimize your investment portfolio
  • Create distinct plans for future education
  • Reduce your taxes and channel your tax refunds efficiently to build your future
  • Paint the picture for your retirement as it nears

2 MINUTE INQUIRY APPLICATION FORM



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