Insurance Planning

Personal Insurance Needs

Everyone should have some sort of life insurance, especially high net worth professionals who can use tax-efficient life insurance plans to supplement their retirement income.

Our financial experts can help set you up with insurance plans that go beyond providing coverage for unforeseen and tragic events, giving you added security during your retirement years.

Life versus Mortgage Insurance

It is critical to understand the difference between life versus mortgage insurance. They are not the same. An analysis of your needs is an important consideration when choosing the right insurance for your family.

Life Insurance

Select from one or a combination of two or three life insurance policies to provide you with the best coverage possible:

  • Term Life: The most affordable policy, set for a specific term or for a temporary need
  • Whole Life: Builds cash over time, which can be used to purchase more insurance when additional coverage is needed over the years
  • Universal Life: Provides permanent protection with tax-advantaged investment growth within the policy

We can also help preserve and increase your estate’s wealth with these life insurance strategies:

  • Estate Bond: Multiply your estate to provide a larger tax-free legacy for your beneficiaries
  • Charitable Giving: Maximize your gift and get probate fee protection by designating a charitable organization as your beneficiary
  • Insured Annuity: Receive a guaranteed regular income stream that can fund your life insurance premiums, with a cash payout upon your death

To start a conversation, book a discovery meeting with absolutely no obligation by either completing the below form or calling our Client Service Director; Anka Molon at 613-728-0101.

When interest develops and we are approached by an advice-seeking individual, we never ever conduct business at the first meeting. We simply want what you want - the opportunity without any obligation whatsoever to discover fit, function and facts before deciding on any course of action. We value the opportunity to discuss the benefits of working with us and learn about each other - this is simply a win-win.

Consider joining us for a discovery meeting and a second opinion. A meet and greet with an Advisor should be enjoyable and that is what we guarantee!

Come meet us! We provide paid parking and a great cup of coffee!