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Skillful Preparation & Planning.


Risk Management

Managing risk is an important part of protecting your wealth, lifestyle and independence. Not all of life’s events fall within our control. We can build contingency plans to maintain quality of life and protect what’s important to you.

  • Is your income protected in case injury or a serious illness affects you during your earning years?
  • Have you considered the potential costs of future health care?
  • Do you have a succession plan in place?
  • Are your beneficiaries prepared to manage this wealth?
  • How will you minimize the financial impact of your passing?
  • Are you set up to eliminate tax liability upon death?
  • Is your insurance positioned as an asset class and integrated with your investment strategy?

Life Insurance

Whether you’re paying off a mortgage, growing your family or leaving a legacy, you can help protect your family’s financial security by leaving a benefit to cover their expenses if something happens to you.

Disability Insurance

You’ve worked hard to get where you are today. If illness or injury prevents you from doing your job, you can help make sure your income continues uninterrupted.

Critical Illness Insurance

If you develop a critical illness, you may need to take time off work, arrange additional care for your children, travel to specialized treatment centres and more. Help give yourself financial flexibility to do whatever it takes to get better with critical illness insurance.

Health & Dental Coverage

Reduce what you pay out-of-pocket for many routine and unexpected health and dental care expenses.

Travel Insurance

Get help covering unexpected emergency medical expenses and more wherever you travel.