Personal Insurance
Life, critical illness and disability insurance can be reviewed in the context of income, family responsibilities, debt, workplace coverage and the financial impact of an interruption to earning ability.
Insurance for Business Owners
Insurance for business owners may include life and living-benefit considerations connected to owners, key people, buy-sell funding, business obligations and continuity. Tax, legal and corporate-structure considerations should be coordinated with the appropriate professionals.
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Employee Benefits
Group life, health, dental and disability benefits can be considered in relation to employee needs, business size, plan design and budget. Features vary by provider and plan.
Registered Investment Options
RRSPs, TFSAs, FHSAs, RESPs and RDSPs have different purposes, eligibility rules, contribution rules, tax treatment and withdrawal considerations.
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Non-Registered Investment Options
Non-registered options may become relevant after considering liquidity, time horizon, risk tolerance, taxation and available registered room. Product availability depends on applicable licensing and compliance requirements.
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Insurance Policy Reviews
Existing policies can be reviewed for coverage, ownership, beneficiaries, renewal and conversion features, premium structure, riders and changes in family, employment, income, debt or business circumstances.