Insurance & Investment

Insurance & Investment from Insurance & investment

By: Insurance & investment  11-10-2015
Keywords: Financial Planning, Health Insurance, Business Insurance

INSURANCE & INVESTMENT offers a comprehensive blend between investment tools and insurance strategies which are the trademarks of our financial approach. We deliver personalised plans so you can safeguard what is precious to you and increase the value of your portfolio.

Keywords: Business Insurance, Critical Illness Insurance, Disability Insurance, financial advisor, Financial Consultant, Financial Insurance, Financial Investing, Financial Planning, Financial Planning & Investments, financial services broker, Funds Planning, Health Insurance, investment advice, Investment Advisory Service, Investment Management, Long Term Care Insurance, mutual funds, portfolio management, retirement financial services, retirement planning, Travel Insurance, wealth management

Other products and services from Insurance & investment

Personal Insurances from Insurance & investment thumbnail
12-10-2015

Personal Insurances

While most people wouldn't hesitate to insure their car or home against the unexpected, they often disregard the importance of insuring themselves! We often choose not to think about it, but what would happen to your family if something were to happen to you? The emotional trauma of death, accident and illness is bad enough, but the financial consequences can be just as worrying. Who pays the mortgage, school fees and living expenses?


Segregated Funds from Insurance & investment thumbnail
12-10-2015

Segregated Funds

Segregated Funds are the engine behind all registered and non-registered investment plans (RRSP, TFSA, NRSP, RDSP, LIRA, etc.) so it's crucial to have a professional examine and compare them to make sure they are still the best choice for you. A good Financial Security Advisor will call you at least once every year to set up an appointment and check on the progress of your fund and how it's doing in the markets.


Mutual Funds from Insurance & investment thumbnail
12-10-2015

Mutual Funds

Mutual funds are the engine behind all registered and non-registered investment plans (RRSP, TFSA, NRSP, RDSP, LIRA, etc.) so it's crucial to have a professional examine and compare them to make sure they are still the best choice for you. A good Mutual Fund Sales Representative will call you at least once every year to set up an appointment and check on the progress of your fund and how it's doing in the markets.


Mutual Funds, Segregated Funds and Personal Insurances from Insurance & investment thumbnail
12-10-2015

Mutual Funds, Segregated Funds and Personal Insurances

Beyond our services, we create contracts in the fields of personal insurance (life, disability, medical, health, critical illness, long term care, etc.), segregated funds and mutual funds (for RRSP, TFSA, RDSP, NRSP, LIRA, etc.) to diversify, protect and grow your assets.