Ensure your family’s and your personal protection at all stages of your life.

  • Death of a loved one
  • Birth of a child
  • Separation or divorce
  • Significant financial support from a relative
  • New relationship and significant family relationship
  • Plan the succession

Recommended services:

  • Individual insurance
  • Heritage Protection Strategies
  • Estate planning (inheritance)
  • Capital needs analysis
  • Assist with drawing up a balance sheet
  • Help with budgeting
  • Management of savings and debt
  • Analysis of Group Insurance Plans at Work and Recommendations
  • Mortgage Insurance Needs Analysis