Insurance Planning
One of the best ways to manage your risk is to incorporate insurance into your financial plan.
Insurance is one of the most overlooked financial solutions, and its role within a well-developed financial strategy is often under-appreciated. Planning for the future involves more than investing. Even the largest portfolio can be eroded by unforeseen expenses and tax consequences due to an untimely death, illness, disability and even the unexpected cost of aging.
Some of the ways we incorporate insurance in your financial plan include:
Life Insurance
As income replacement, as a source of business succession funding, and as a component of your estate plan. *
Disability & Critical Illness Insurance
Protects your income in the event of your inability to work and covers your daily expenses through unexpected and unfortunate times. *
Long Term Care Insurance
Provides financial security so you can live comfortably with all the support you need be it in-home care or assisted living. *
Have a question?
If you’re not quite ready to schedule a consultation and have a question, please use the contact form to get in touch and we will get back to you promptly. We welcome your questions and look forward to speaking with you.
*Insurance services and products are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund and the products sold or provided by NBIF are not guaranteed by the Canadian Investor Protection Fund.