Meeting Your Needs
We can help you plan ahead. Having the right life insurance protection can make a big difference in your life and the people you love most.
A proper financial security plan that includes life insurance can mean the difference between leaving your estate financially secure and leaving behind debts and an inadequate income. The amount of money for which you are insured and the type of insurance you buy depends on your needs.
If you are unable to work due to an injury or illness, disability insurance will continue to provide you with a monthly income. This type of coverage is especially important for self employed individuals and people who do not have disability insurance through their employer.
CRITICAL ILLNESS insurance
A critical illness can strike anyone at any time. Let us help you to protect your lifestyle and recover from a serious illness or condition.
To protect yourself, and assure your family's future, critical illness insurance is there so that you remain financially secure until you are able to go back to work.
We can help you determine the best group plan to complement your existing employee compensation structure and help you retain your company’s most valuable asset – your employees.
The right group plan can make all the difference to you, your staff and their families.
LONG-TERM CAre insurance
If you become unable to care for yourself, or should the same happen to your spouse or parent, long-term care may be necessary. That's because provincial health insurance plans provide only limited coverage for long-term care.
Whatever your age or personal situation, it's never too late to take advantage of the benefits a Registered Retirement Savings Plan (RRSP) can offer. It is important to understand RRSP basics to ensure you choose the right investment options for your RRSP.
TAX FREE savings account
A Tax-Free Savings Account (TFSA) is a great way to save without worrying about taxes eating away at your investment profits. You can save and invest up to $5,000 a year without paying tax on any earnings that may accrue. You can use a TFSA to enhance your overall financial plan and help you save for both long and short term goals.
We've built our reputation on trust, and long term relationships. Our strength is customer service; putting our clients first, and understanding what's important to them.
4 Southwick St.
St. Thomas, Ontario N5R 3R6