Insurance Advice
Protecting Your Future
Insurance is more than just a safety net – it can also be designed to meet specific investment objectives. Whether you are looking to ensure you can afford quality long-term care, leave a legacy to charity, or looking to protect the value of your estate from taxes, insurance can help protect you, your wealth, and your family.
We take a comprehensive approach through an insurance needs assessment to develop an insurance strategy that strengthens and safeguards your family’s financial security through a personalized plan.
Protect Your Wealth
We work with Canada’s leading insurance providers to manage the risks and maximize the opportunities at every stage of your personal and professional life. By assessing your current and future needs we can advise you and set up a plan that may cover:
- Life insurance, disability insurance, critical illness insurance
- Whole life vs. term insurance - which one is right for you?
- Protecting your current income and providing for accident, illness, or disability
- Tax sheltering the growth of your investments
- Protecting the value and minimizing taxes owed upon the execution of your estate
Products and Services Tailored For You
No matter what stage of life you are in, we work with a variety of insurance providers to ensure you have the right coverage and solution to meet your needs:
- Benecaid
- Beneva (SSQ Insurance / SSA Assurance)
- Blue Cross / Croix Bleue
- BMO Life Assurance Company / BMO Assurance
- Canada Life / La Compagnie d’Assurance du Canada sur la Vie
- Canada Protection Plan (CPP) / Plan de Protection du Canada
- Empire Financial Group / Empire Vie
- Foresters Financial / Financière Foresters
- Hunter McCorquodale
- iA Financial Group / iA Groupe Financier
- iA Excellence
- Ivari
- Manulife Financial / Financière Manuvie
- RBC Insurance / Compagnie d’assurance vie RBC
- Sun Life / Financière Sun Life
- Benecaid
- Beneva (SSQ Insurance / SSA Assurance)
- Blue Cross / Croix Bleue
- BMO Life Assurance Company / BMO Assurance
- Canada Life / La Compagnie d’Assurance du Canada sur la Vie
- Canada Protection Plan (CPP) / Plan de Protection du Canada
- Empire Financial Group / Empire Vie
- Foresters Financial / Financière Foresters
- Hunter McCorquodale
- iA Financial Group / IA Groupe Financièr
- iA Excellence
- Ivari
- Manulife Financial / Financière Manuvie
- RBC Insurance / Compagnie d’assurance vie RBC
- Sun Life / Financière Sun Life
Insurance products and services are provided through Steve Ferguson, an independent company unrelated to Assante Capital Management Ltd. (“ACM”), or through Assante Estate and Insurance Services Inc. Only those services offered through ACM are covered by the Canadian Investor Protection Fund.
Contact us today to discuss how we can help you achieve your financial goals
Schedule a Consultation at your convenience — meet virtually, or in-person.
Email us anytime
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