Insurance provides peace of mind, protection and opportunity. We help you navigate and create insurance plans for you that offer protection for the what-ifs in life such as being unable to work due to illness/injury or as a result of an untimely death. We recognize that this can have a significant impact to your family both financially and psychologically so we are there to work with you to ensure your future is protected.
Insurance can also be used as an asset. Sophisticated insurance planning can allow you to effectively:
Invest inside insurance on a tax-preferred basis
Tax shelter inside your corporation and draw from your corporation 100% tax free
Enhance your retirement income stream
Build and preserve, and enhance your legacy