4255 Sherwoodtowne Blvd, Suite 102 Mississauga, Ontario L4Z 1Y5, Canada
Mobile: (416) 717-5629 Office: (416) 239-2161 Fax: (905) 361-6940
About Us
Risk Management
We manage many different forms of risk through strategic insurance planning. For both the family and the corporate market. The most common of our products include:
- Life Insurance - individual or corporate owned
- Critical Illness Insurance - individual or corporate owned
- Disability Insurance - individual or corporate owned
- Estate Planning Insurance - individual or corporate owned
- Insured Retirement Planning - individual or corporate owned
- Segregated Funds - individual or corporate owned
- Key Person Insurance - corporate owned
- Buy/Sell Agreement Insurance - corporate owned
- Employee Benefits / Group Plans
Assessing Needs
Unexpected events such as a disability, a critical illness, or death can financially devastate a family or a business. Having the necessary insurance may not replace the emotional loss, but it will replace the financial loss. Insurance is most commonly used for:
- Personal or Corporate Loan Protection
- Personal or Corporate Income Replacement
- Personal or Corporate Insured Retirement Strategies
- Personal Final Expenses
- Tax-Efficient Estate Planning
- Tax-Efficient Corporate Succession Planning
- Fund Corporate Buy/Sell Agreements
- Fund Corporate Key Person Protection
Our Partners
