“Money can’t buy happiness…but you can sure do a lot of things that make you happy with it”

Personalized Service Solutions

Guiding you through a Thoughtful Process for You, Your Family, and Your Business.

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Life Insurance for Business Owners

➛ Tax-Deferred Growth

➛ Tax-Free Death Benefit

➛ Passive Wealth Diversification

➛ Tax-Advantaged Access to Cash Value

➛ Estate Planning Benefits

➛ Collateral for Business Loans

  • Expert guidance
  • Personalized service
  • Dedicated support

Life Insurance

  • Financial Protection for Loved ones
  • Tax-Free Death Benefit
  • Debt Repayment
  • Peace of Mind
  • Estate Planning and Wealth Transfer
  • Cash Value Growth (Permanent Policies)
  • Expert guidance
  • Personalized service
  • Dedicated support

Critical Illness Insurance

  • Financial Security During Illness
  • Financial Flexibility and Use of Funds
  • Choose Your Treatment Location
  • Supplement Lost Income
  • Protection Against Depleting Savings
  • Peace of Mind for Yourself And Loved Ones
  • Expert guidance
  • Personalized service
  • Dedicated support
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Investment Management

RRSP, TFSA, Non-Reg

Potential Creditor Protection

Asset Protection

Estate Planning and Wealth Transfer

Probate Avoidance

Estate Liquidity

Bypass A Will

 

  • Expert guidance
  • Personalized service
  • Dedicated support
How it works

Simplified Reliable Process

Easily navigate and discover the ideal insurance based plan with streamlined steps and guidance.

Initial Consultation and Needs Assessment

Understand your financial situation, goals, risk tolerance, and needs.

1

Financial Strategy Development

Create a comprehensive insurance or investment plan tailored to your needs and goals.

2

Product Review and Recommendations

Review and recommend suitable insurance and investment products and explain them thoroughly to you.

3

Implement Your Ideal Recommendation

Execute the chosen insurance and investment strategies. This consists of applications and underwriting.

4

Regular Review

Monitor your insurance and investment portfolio to ensure they remain aligned with their goals.

5

Ongoing Client Support

Provide continuous support and education to empower you in your financial journey.

6

Your Free Financial Plan

This is a private link that goes to Planswell. David is the only one who sees the information. This is cutting-edge planning that is free to you!

Start Your Plan Now

Tax Free Benefit Payouts

Benefits are typically paid out in 3-4 weeks