risk management planning

What it is

Risk Management Planning has two components:

  • 1.
    A Risk Management Review that assesses the impact of potential income loss due to illness, injury or cash flow changes, including tools and products to help manage your risk.
  • 2.
    An Insurance & Estate Planning Review that manages your risk, explores opportunities for tax efficiency and improves the strategic positioning of your family assets.

How it works

risk management

  • Create a customized plan to fit your risk management needs today
  • Help you understand the contracts and features of available products:

Income Protection

  • Disability Income
  • Critical Illness

Family Financial Security

  • Life insurance – income and debt protection
  • Tax preferred accumulation plans
  • Income protection programs

Asset Protection

  • Long Term Care
  • Insured tax and estate programs

Insured Health Programs

insurance & estate
planning review

  • Assess insurance and estate planning opportunities available to you
  • Preserve your wealth and optimize the strategic positioning of your financial assets
  • Potential solutions include:
  • Insured Asset Transfer
  • Insured Tax Solution
  • Liquidity & Estate Equalization Strategies
  • Tax-preferred Accumulation
  • Philanthropy Strategies
  • Family Bank
  • Family Foundation
  • Creditor Protected Programs
  • Capital Dividend Account Optimization

What you can expect

  1. Access to financial assets when you need them
  2. Peace of mind that you are mitigating your risks with prudent financial strategies
Contact us today for a private conversation > Let us help you address strategies surrounding