“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.

  1. Home
  3. Services

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

Let's get in touch

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.

Edit Content

  • 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)

 

Let's get in touch

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.

Edit Content

  • 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

Let's get in touch

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.

Edit Content
  • Expert guidance
  • Personalized service
  • Dedicated support

Investment Management

RRSP, TFSA, Non-Reg

Potential Creditor Protection

Asset Protection

Estate Planning and Wealth Transfer

Probate Avoidance

Estate Liquidity

Bypass A Will

 

Let's get in touch

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.

Edit Content

  • 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