- Personal Financial Planning
- Wealth Management
- Registered Retirement Savings Plan (RRSP)
- Registered Education Savings Plan (RESP)
- Tax Free Savings Account (TFSA)
- High Interest Savings Account
- Insurance Company Investment Products
- Risk Management
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Long Term Care
- Travel Insurance
- Mortgage Insurance
- Property Insurance
- Auto Insurance
- Mortgage and Line of Credit
- Professional Service Referrals
Risk Management
Risk management has been neglected by many people. In fact, risk management is the foundation of personal financial planning, whereas wealth management is only second place. If you have a good foundation you are already half way to success. You can refer to the financial pyramid.
In the real world, no asset is more important than life, but life is fragile. You as a bread earner and asset builder, your family’s present and future rests upon you. Some misfortune such as illness, accident or death is unavoidable, but a moderate risk management planning can eliminate or reduce the financial loss caused by those.
Risk Management creates yourself a safety net, and we provide you with protection planning and coverage for:
- Life
- Critical Illness
- Disability
- Long Term Care
- Travel Insurance
- Mortgage Insurance
- Property Insurance
Our advisors can help you become financially secure, and you will then have a peace of mind and enjoy your life better.