We have strategic alliances with major insurance companies across the country, including the four largest insurers in Canada - Manulife, Sun Life, Canada Life and Industrial Alliance. Our insurance-licensed advisors can offer you the best choice of insurance products and services to meet your personal and business wealth management needs and goals.
Some of the ways we can use our insurance solutions to protect and enhance your personal life include:
- Preserving your estate so that the assets your children inherit are not depleted by substantial tax liabilities.
- Maximizing your estate using the significant tax advantages of life insurance.
- Protecting your quality of life against the financial impact of prolonged illness or injury.
And we can also offer insurance solutions to protect your business and contribute to it success by:
- Protecting your business against the loss of an owner or key person.
- Protecting your business if an owner or key person suffers an accident, sickness, disability or critical illness.
- Meeting the tax and estate planning needs of transferring business ownership to a family member.