Financial Planner

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Most Valuable Asset

Hierarchy

Favourite charity

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Protecting the future financial security of your family and your business.


Real Answers to Tough Questions

Whether you donate a policy to a charity while living or make the registered charity a beneficiary of the policy depends on your estate planning goals.

How your Life Insurance can Help your Favourite Charity

Site Root

Life is an adventure full of twists and turns, and learning to navigate it can take a lifetime. Unfortunately, that’s a little too late. 

Planning for a Lifetime of Adventure

The common denominator in all these assets is you, and that suggests that you and your ability to earn income to support other aspects of your life is indeed your most valuable asset.

Insuring Your Most Valuable Asset

Living benefits

Planning for the transition of wealth to your children and grandchildren doesn’t have to be a daunting task.

Sharing Your Wealth with the Next Generation

Whole life

Estate planning and protection

Life insurance plans

Hybrid life insurance

The Link Between

TFSA

Life insurance

Charitable giving

Income protection

Insurance Planning

While pricing is important, often a policy’s true value lies in the underlying features provided by the plan. Here are key features to look for when comparing plans with your advisor.

Life’s an adventure. Be equipped.

It’s not always easy to discern and compare value in a life insurance plan.

Contact your advisor today.