Insurance & Financial Planning
Protect your family and business with comprehensive insurance solutions. Our licensed advisors help you find the right coverage for your unique situation.
Personal Insurance
Life Insurance
Term life and permanent life insurance to protect your family. We work with all major Canadian insurers including Sun Life, Manulife, Canada Life, and Industrial Alliance to find competitive rates.
Disability Insurance
Income protection if you are unable to work due to illness or injury. Essential coverage for self-employed individuals and business owners.
Critical Illness Insurance
Lump-sum payment upon diagnosis of covered conditions like cancer, heart attack, or stroke. Use funds for treatment, living expenses, or debt repayment.
Business Insurance
Key Person Insurance
Protect your business from the loss of essential employees or partners. Provides funds to recruit and train replacements or cover lost revenue.
Group Benefits
Employee benefit packages including health, dental, vision, life insurance, and disability coverage. Attract and retain top talent with competitive benefits.
Buy-Sell Agreements
Fund buy-sell agreements with life insurance to ensure smooth business succession. Protect your partners and their families.
Investment & Retirement
RRSP - Registered Retirement Savings Plan
Tax-deferred retirement savings with immediate tax deductions. Maximize your contribution room and plan for retirement.
TFSA - Tax-Free Savings Account
Flexible tax-free growth for any savings goal. Withdrawals are tax-free and contribution room is restored the following year.
Group RRSP
Employer-sponsored retirement savings for your team. Payroll deduction makes saving easy for employees.
Estate Planning
Ensure your assets pass efficiently to your beneficiaries. We help with estate freeze strategies, corporate-owned life insurance, and tax-efficient wealth transfer.
Contact Our Insurance Team
Schedule a consultation to review your insurance needs. Call (236) 300-3322 or email insurance@finvo.ca.