Products & Services
Life insurance is a necessary purchase that no one wants to buy. Sometimes it's too late, but I hope this is not true in your case. There is a wide array of life insurance products that are available based on your needs, budget and financial goals.
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take advantage of cash values & dividends
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receive a lump sum amount if diagnosed of a critical illness
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receive monthly income in case of disability
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start a savings policy for you or your children
Life Insurance Policy
Permanent & term insurance
Life insurance doesn't have to be expensive. Depending on your insurance needs, I can help you design a plan that will cover both your permanent and temporary needs. Have you planned for your last expenses? Do you have dependents? Do you have debts like mortgage, credit card cards or line of credit? Do you have a business continuity plan?
Curious about these needs? Spend some time with me and I can help you uncover them.
Living Benefits Insurance
Critical illness & disability insurance
Do you have protection for your own income in case you get sick or disabled, and not able to work? How long can your company provide you with monthly income if this happens to you? Would you like to concentrate on your recovery without worrying about money? Let's talk about this.
Investments
Segregated funds
Start a nest egg for yourself, or for your loved ones. The sooner the better. Permanent insurance policies earns cash values or dividends. Segregated funds is a fantastic way to invest in as well. I can start you up with TFSA, RRSP or unregistered savings plan. Got kids? Take advantage of the government grant if you open an RESP account for them.
