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There for you when you need it the most

Insurance is a critical component to your integrated and coordinated wealth strategy. Our wealth preservation advisors work with your financial planner to ensure that you, your family, and your business are prepared for uncertainty.

Our team will first conduct a discovery session to determine your needs.

  • What would happen if you, your spouse or a key employee became seriously ill, or disabled?
  • Do you intend to pass a business or property on to your children?
  • Are you certain of the tax efficiency of your estate plan?
  • Do you currently have insurance in place? What was the intended purpose of your existing coverage?
  • Does your business have the resources to continue seamless operations in your absence?

After reviewing your short and long-term needs, liabilities, discussing your fears and potential risks, we’ll recommend ways to safeguard everything you’ve worked hard to build. This means personalized corporate and personal insurance solutions, integrated within your financial plan, that may reduce taxes, create opportunities to fund your retirement, and positively impact your family, business, and community. Our solutions include:

Corporate insurance:

  • Holding company estate enhancement
  • Business succession safeguards
  • Share purchase financing (for both life insurance & disability insurance)
  • Loan security
  • Key person insurance
  • Charitable giving 

Personal insurance:

  • Estate tax preservation
  • Estate bond (estate enhancement)
  • Term conversions strategies
  • Disability insurance
  • Critical illness insurance
  • Estate equalization & inheritance planning
  • Charitable giving

Let’s start protecting what’s important to you today.

Connect with a Wealth Preservation Advisor on how to safeguard your business or loved ones.