Life & HealthRisk

By providing guidance in Risk Management and Estate Preservation we assist our individual and corporate clients in obtaining flexible solutions to meet their changing needs. As trusted advisors, we focus on solutions to protect against financial loss caused by death, illness, injury or lack of financial planning. Our Risk Management solutions in the areas of Estate Planning, Life Insurance, and Employee Benefits include:

Key Person Coverage
Partnership and Shareholder Agreement Funding
Disability Protection
Critical Illness & Long Term Care protection
Travel Insurance
Individual Health Benefits
Visitors to Canada Coverage
Charitable Donations
War Risk

With our strategic partners, we also provide solutions for:

Group Benefits – As benefits programs grow in complexity, it is essential to retain the services of an independant, qualified consultant dedicated to assist in proper review, implementation, and everyday operation of the program. For these reasons we partner with Carleton Financial Group.
Banking – ING group is one of the largest integrated financial organizations in the world. As ING representatives, we are able to tap into their resources and offer extremely competitive rates.

For more information or to arrange a meeting, please contact Steve Levinson by e-mail or at (613) 226-6003 #1

Highlights

Did you know that you can designate your favourite charity as a beneficiary to your life insurance? Call Steve Levinson or Ward Strickland at 613-226-1350 to find out how!

Critical Illness

The cost to treat and cope with a critical illness is often significant and unexpected. That’s where Critical Illness Insurance can help. It provides a cash benefit if you’re diagnosed with one of the Covered Conditions described in your contract and you survive the waiting period. Critical Illness Coverage can give you the financial freedom to focus on what really matters … getting better.

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