insurance Planning

When we think of insurance, we often think of term life insurance, and although it is important, there are other insurance products that may be valuable for you. We first provide a thorough needs analysis to determine what type of insurance you need and how much. We don’t oversell and we won’t saddle you with unnecessary products. Our goal is to provide you with the right level of security for your needs. We offer Life (Term, Whole Life & Universal Life), Critical Illness, Disability, Travel Insurance and Group Insurance.  

For business owners, we offer solutions for insuring key persons, succession planning and group health insurance, Health Spending Accounts (HSAs), and group RRSP plans.