.Atlantic Canada:
ISN'T IT TIME YOU GOT A SECOND OPINION
ON LIFE INSURANCE OR INVESTMENTS?
Don't Wait Any Longer



A SECOND OPINION COULD HELP
WOULD YOU LIKE SOME NEW IDEAS?
*Your information will never be transferred to third parties withour your consent.
First Name
Last Name
Phone Number
Email Address
I am interested in
*The following fields are optional but recommended
Coverage Amount
Budgeted Amount
Smoker?
Birth Date
Gender
Have you been declined life insurance coverage in the past 2 years?
Have you ever been declined life insurance coverage?
Medical Conditions:
Total Registered Investments
Total Non-Registered Investments
Monthly/Annual Contribution
Contribution Amount
Our Process      Privacy Policy
We can help you with:
  • Life Insurance
  • Whole Life Insurance
  • Permanent Life Insurance
  • Universal Life Insurance
  • Underwriting
  • Term to 100 Life Insurance
  • Joint - first or last - to die
  • Term Life Insurance
  • Guaranteed Life Insurance
  • No Medical Exam Insurance
  • Seniors Life Insurance
  • Funeral Insurance
  • Annuities
  • Segregated Funds
  • Disability Insurance
  • Critical Illness Insurance
  • Mortgage Life Insurance
  • Travel Insurance
  • Health & Dental Insurance
  • Financial Planning [More Information]
  • Planning for Small business
  • Planning for Professional Corporations
  • Planning for Medical Practices

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  1. Setting Goals and Objectives
    Consider what you want to achieve in your financial future...
  2. Data Gathering
    The better the information you provide the better the information you will get back
    • Investment statements
    • RRSP statements
    • Group Benefits Information
    • Pension information and latest pension statement
    • Pay stub
    • Life insurance policies
    • Latest tax return
    • Mortgage information
    • Business investments
    • Other properties
    Assess your current financial situation by completing a Net Worth Statement and a Cash Flow Worksheet.
  3. Analysis
    Depending on the goals you have set out in Step 1, you and your financial planner will need to perform some further analysis to define a roadmap to help you achieve your goals. This may include analyzing your retirement, education, debt or insurance and estate planning needs.
  4. Recommendations
    Now that you have established goals and objectives and your financial planner has analyzed your current situation, you will want to review the recommendations set forth by your financial planner. These recommendations represent the strategy towards attaining your goals. Very important stuff!
  5. Implementation
    Once the preparatory work of analyzing, determining and calculating is finished, the most important step is implementing the recommendations to ensure your goals are reached. This is where you and your financial planner execute the plan.
  6. Monitoring and Periodic Reviews
    Finally, monitoring and periodic reviews by both yourself and your financial planner are critical to ensuring your success. Your financial situation should be reassessed at least once a year to account for any changes in your situation.