skip to Main Content

Insurance & Risk

Protect your estate

Insurance & Risk Management Consultants, Serving Western Canada

Many of our clients either have disabled children or member of their family. We also know that one in three 20 year olds today will face some sort of disability temporarily or permanent by the time they reach 65, so it is important that we protect their biggest asset. The ability to protect their income over a lifetime.

Insurance is the key component to Risk Management, and protecting your wealth, health, and estate.

Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions for your family.

We believe that all clients are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.

Term Life Insurance

When you reach the end of your term life insurance, you have the option to renew the policy up to a certain age, depending on the particular insurance product you have.

Permanent Insurance

Permanent insurance provides lifelong protection, and the ability to accumulate cash value on a tax-deferred basis. Unlike term insurance, a permanent insurance policy will remain in force for as long as you continue to pay your premiums.

Disability Insurance

Disability insurance coverage helps protect your ability to earn income, by providing an ongoing monthly income if you ever suffered a disability and couldn’t work.

Critical Illness Insurance

If you’re diagnosed with a critical illness or condition that’s covered in your policy, you’ll receive a tax-free lump sum to use in any way you wish.

Long Term Care

Long-term care insurance help you access the healthcare you need, so you can maintain your independence and quality of life during retirement.

Individual Medical Benefits

Our plans can help you pay for many common medical expenses that aren’t covered – or only partially covered – by government health insurance plans.

Group Medical Benefits

Offers ‘strength in numbers’ by giving your employees cost-effective access to a range of healthcare coverage and retirement savings benefits.

We want to hear from you.

You deserve the value of a personal, lasting relationship.

Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.

We look forward to working with you to help you achieve your lifelong financial goals.

Preferred Contact Method

I am a self – employed professional, looking forward to my retirement dream.As a busy professional, I did not have the time to look after financial affairs and assumed my investment advisor was all I needed. Much to my chagrin, I was not receiving the full benefit of advice. William and his team developed a comprehensive financial plan which simplified the complexities of my situation and updates my plan on a regular basis.For the first time in my life, I now have a financial roadmap, and the peace of mind knowing; I will be okay.As a result, I now can enjoy what is important to my family and me. I am pleased to say that I consider William and his team as part of my family.
Back To Top