Get An Insurance Checkup


You probably have your car tuned up regularly, and you see your doctor at least once a year for a routine checkup. But when was the last time you had your insurance reviewed?

An insurance checkup matters because it enables you to maintain good financial health. We offer a suite of comprehensive services that aims to properly protect you and your family. As well, we review your group plans, association coverage, mortgage protection and more.

  • Do you know what is covered under your group benefit plan?
  • Do you have the right types and amounts of coverage?
  • Are you paying the right amount?
  • Have you updated your beneficiaries?
  • Should you include your children as beneficiaries, or should you direct benefits through a trust?

Reach out to us today, and we’ll help you answer those questions.

From conducting an insurance audit to comparing it to an Insurance Needs Analysis, our team works with you to ensure safeguards are in place and that no shortfalls occur.

Our objective is to make sure you have a solid, well-structured protection with the correct amounts and types of coverage. We help you understand your coverage and simplify everything for you, so you can have peace of mind.

Contact us today for a complimentary insurance checkup.

Insurance and Estate Planning Review Checklist

Circle Y or N

A change in family status or size:
Have you recently had a baby, been married, divorced or lost a family member?


Y   N

Home and property:
Have you recently sold or purchased a new home or property?


Y   N

Professional:
Have you started or sold a business, or are you planning either?
Have you recently made any employment changes?
Have you recently retired or are you considering it within the next two years? Do you retain profits in a Canadian corporation that you own?


Y   N
Y   N
Y   N
Y   N

Current insurance coverage:
Are your current insurance contracts, including group insurance coverage, due for review?
Select yes, if not reviewed in the last two years.


Y   N

Estate planning:
Are your will, power of attorney and health care representation documents due for review? Select yes, if not reviewed in the last two years.
Do you have a person (rather than a trust company) named as your executor?
Are you the trustee or beneficiary of a trust?



Y   N
Y   N
Y   N

U.S. persons:
Do you still need to complete a valid will for your Canadian estate?
Are you unsure of how your estate is handled with both the CRA and IRS?


Y   N
Y   N
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham