Life or health insurance could be a part of your cure
You change. Your risks and opportunities change. Products and tax rules change.
Does your insurance?
Keep well-protected for today and the future with regular checkups.
Describe your symptoms and answer tailored questions in a private session.
Afterwards, we analyze, diagnose and develop proposals — an insurance prescription.
You get the results in your next meeting and decide how you'd like to proceed.
Your prescription may include adding, changing or dropping :
- critical illness insurance
- disability insurance
- life annuities
- life insurance
- long term care insurance
If you're an incorporated professional or small business, you also have access to:
- health spending accounts
- personal pension plans
The charges are currently waived for this service.