Image
Small Business and Family Estate Insurance Advisor

Services

Services

Image
Custom Protection

No two businesses have the same needs, just like no two families – so different protection plans must be created. As a licensed independent broker, I have access to a wide range of the most secure insurance carriers across Canada. This means I can custom tailor protection that fits YOUR life and YOUR business needs.

The 4 Step Process

The process of creating your ideal protection for your time, family or your business follows a four-step process.

1

Initial Interview


Here we learn as much as possible about what matters to you the most. In person, by phone or video conferencing. Whichever you feel most comfortable with.
2

Education and Application


Armed with the results of your needs analysis from our initial interview, I will educate you about our options.
3

Policy Delivery


The heavy lifting is complete. You will now have peace of mind with your policy protection.
4

Lifetime Service


As your life changes, so should your plan. As your lifetime advisor let me help you when it matters the most – at time of claim.

Integrating All Your Planning

Should you require a special need in the area of accounting, tax, law, financial planning, investments, estate or business succession, my aim will be to work with your current professional team. If you don’t have access I am able to consult with independent, impartial specialists in these areas. In the event your work or health status is complicated or compromised I have access to underwriting specialists that will assist me in finding you a suitable carrier (where possible).

Learn more about specific services and products that relate to Small Business, Individuals or Families.