Wealth Management Group > Insurance

Our wealth management group understands the need for personal, business, and specialized coverage to protect your assets and help manage risk.

Your insurance portfolio should let you protect and enjoy what you've earned during your lifetime and preserve wealth for future generations. If you need insurance for estate or financial planning, business or personal protection, our insurance specialists will help create a plan, then provide convenient access to the coverage you need.

Insurance options:

• Critical Illness
• Life Insurance, including Term, Whole Life, and Universal Life options
• Term Insurance
• Disability Insurance
• Long Term Care Insurance
• Group Benefit Plans
• Insurance Based Investments *(i.e. segregated funds)

* Segregated funds are offered through Qtrade Advisor, a division of Qtrade Securities Inc., member IDA & CIPF.

Contact our Wealth Management Team for your specialized insurance needs today.