Insurance Advisory
Planning for more than just retirement or your estate
As you navigate your career and life milestones, we’ll assess your insurance needs and build a safety net that protects you from the unexpected so you can move forward confidently.
This is an approach from an experienced planner. There is no sales push or upselling—just the information you need to decide on your own.
This means that commissions will never drive our insurance advice. We will work to identify cost-effective insurance solutions that minimize or eliminate potential threats to your income, assets or wealth.
As a Fiduciary, our advice is the centrepiece of our process.
Life Insurance
Life insurance provides loved ones with financial protection in case of the policyholder’s death by providing a tax-free payout. It typically comes in two primary forms: term life and permanent life.
Health Insurance
Having the right healthcare coverage is crucial. Without it, you may face high medical expenses that can quickly become overwhelming.
Disability and other living benefits
Disability and critical illness insurance offers financial security for income loss due to injury or illness, whether work-related or not. It comes in two types: short-term and long-term coverage.