Financial Planning & Wellness Insurance

Life is unpredictable. It’s a fact that unexpected things can happen (loss of life, disability or health issues) and they can be expensive.  Any of these situations can pose personal and financial challenges for families. While you can’t always prevent the unexpected from happening, you can protect yourself financially.

Managing insurable risks can be achieved by purchasing insurance to cover most of life’s unpredictable events such as a disability or critical illness. Managing your risk constitutes a major element of your financial plan. Whatever goals you set, if you expect to achieve them over the long haul it is important to manage risk.

Three Steps to Managing Risk

  • Identify the risk
  • Determine how much of this risk you can bear
  • Insure the remainder of the risk

Our Advisors Can Help Manage Your Risk

Our advisors offer the following insurance products:
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Long-Term Care Insurance
  • Business Insurance
*Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.