fbpx

Risk Management and Insurance Planning

Safeguarding Futures.

Our mission in risk management and insurance is to protect individuals and businesses from the uncertainties of life and business operations. We are dedicated to providing comprehensive risk management solutions tailored to your unique needs. Through meticulous assessment, transparent communication, and a commitment to understanding the specific risks you face, we aim to develop customized insurance strategies that provide you with financial security.

Insurance provides peace of mind, protection and opportunity. We will work with you through an initial insurance-needs-analysis to guide you in deciding on the type and amount of insurance you need to protect your plan, yourself and your family.

Beyond protection and risk mitigation, in the right circumstances, properly structured insurance strategies go well beyond protection to provide tax-efficient and safe alternative investment options that could help diversify your portfolio, offering the safety of bonds with a return that rival equities.

Disclaimer

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.