Memberships & Associations
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Business Owned Life Insurance
How Can I Protect a Business Loan with Life Insurance?
How Does Life Insurance Policy Work for Business Partners?
Is Life Insurance Taxable in Canada For Small Businesses?
How Does Key Person Life Insurance Work?
As a Business Owner, Why Should I Select Whole Life Insurance?
What Are My Life Insurance Needs As a Business Owner?
Does Whole Life Insurance Accumulate a Cash Value for My Business?
Why Should I Choose Term Life Insurance As a Business Owner?
Can My Business Pay for My Life Insurance?
How Can Life Insurance Protect My Small Business?
How Much Does Life Insurance Cost for Small Business Owners?
What Are The Benefits of Life Insurance For My Business?
How Can I Protect My Employees With Life Insurance?
What Are Some Myths Business Owners Believe About Life Insurance?
Estate Planning Using Life Insurance
» Our Process
Here are the key elements:
We sign an engagement letter setting out the scope and the purpose of our work together.
We provide full disclosure of whom we deal with, how we are paid, and what services are provided.
Canadian Anti-Spam Laws (C.A.S.L):
We embrace the anti-spam laws in communication with clients and advisors.
Errors and Omissions Insurance (E&O – Professional Liability Insurance):
Designated professional advisors fully covered by E&O insurance. We subscribe to the industry’s highest limits for coverage.
Independent professional advisors:
With the support and capacity of Hub Financial, we access the entire marketplace and nearly every product available.
We work with your team of advisors (lawyer, accountant, and insurance advisor)
We have put in place a business succession plan to provide continuity of service for our clients through to the next generation.
Experience, reputation and professional relationships:
These are the most valuable and important attributes to help our clients.
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