If you’ve ever thought…
“What would happen to my business if I got sick?”
“If I became disabled or couldn’t work anymore, how would we live?”
“If I passed away how would my family manage?”
“What would happen to my business if I got sick?”
“If I became disabled or couldn’t work anymore, how would we live?”
“If I passed away how would my family manage?”
Through the development of your Financial Plan, we take a strategic approach to managing risk and assess multiple options from multiple suppliers to find the plan that is just right for you.
What may have been ideal at one time, might not be a fit as you and your family grow and change. That’s why we regularly review your policies along with your investments to make sure they are still providing the level of protection needed by you and your family.
The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as investment, financial, legal, accounting or tax advice. Please obtain independent professional advice, in the context of your particular circumstances. This video has been prepared by Peter Andreana and Stuart Small who are Investment Funds Advisors at Continuum II Inc, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this video comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual funds are not guaranteed, their values change frequently, and their past performance may not be repeated.
BMO
Canada Life (formerly GWL, London Life)
Canada Protection Plan
Equitable Life
Foresters
Industrial Alliance
Ivari
Manulife
RBC
Sun Life
We are fully licensed by the Canadian regulatory body of the Financial Services Commission of Ontario to sell products; as Certified Financial Planner professionals, our financial planners also abide by the CFP Professional Code of Ethics.