Insurance

In addition to managing the assets on your personal Balance Sheet, we strive to ensure what you and your family have spent years accumulating are protected from life's unforeseen events. In part of our Financial Planning process, we review what types of insurance you have in place, and if there are any gaps in coverage that could potentially have a negative impact on your family's financial situation.

There is a wide range of different types of insurance available to you, and we will advise you on life, health, long-term care and disability insurance protection.