Insurance Planning

Within the framework of your financial plan, the elements of risk are present in a variety of places. As an integral part of our process, we ensure we have adequately addressed the various elements of risk you may be exposed to.  Insurance planning is a spoke of the wheel of financial planning. 

Accidents & illnesses are a part of life. But you can be prepared with Insurance Planning.

When assessing lifestyle risks, we’re looking at those risks which if realized would cause significant financial hardship. In order to protect you, we’ll conduct assessments of the following:

• Beneficiary review and update
• Current policy review
• Identify hidden risks to your bucket list
• Prepare for unforeseen medical expenses
• Identify independent insurance solutions