Protect


A comprehensive financial plan not only identifies your goals and opportunities, but it also addresses your risks. Managing risk is best achieved with comprehensive insurance planning.

As with all aspects of financial planning, there is no one-size-fits-all. A single professional may want to protect their income while a couple with young children may want to ensure they leave their partner with sufficient capital to provide for them in the event of a premature death. Someone approaching retirement, on the other hand, may be focused on securing health coverage and funding long term care. 

Managing the risks that matter to you, starts with a conversation.

  • Life & Mortgage Insurance

  • Disability Income Protection

  • Health, dental & Travel

  • Critical Illness Coverage

  • Travel Insurance

Life and Mortgage Insurance

The tax-free proceeds from a life insurance policy can address a multitude of planning concerns. From simply paying funeral costs to providing for loved ones, it’s important to be clear on your “why” when deciding on the right amount and type of insurance coverage.

Term insurance policies provide affordable coverage for needs that have a known amount and a specific timeframe. For example, the amount of coverage you will need to pay off a 25-year mortgage or to care for a dependent child until they reach adulthood. Permanent insurance options can offer additional benefits including accumulating cash value and a growing death benefit to address tax and estate planning needs.

An effective insurance strategy may include a combination of the two types of coverage. Our team will take care to identify your specific needs, understand your health and other factors that may affect your insurability, and explain your options fully. With access to more than a dozen insurance providers, we can always find the right solution for you.

“Your dedication and enthusiasm are really inspiring. You work hard and are committed to your client’s success. ‘Thank you’ to a true leader in her field!”

FS