Life Insurance

Are you prepared to protect your loved ones?

Most Canadians purchase regular term life insurance, or worse, mortgage insurance. In most cases, these products do not offer the benefits you would expect or require. However, there are many forms of life insurance policies that are used in financial planning scenarios. 

At Concierge Wealth Management, we do insurance differently by educating you on the right type of insurance for your needs.  Did you know you can use insurance to save for retirement?

We will identify the best form of protection for you during our in-depth analysis working in conjunction with your overall financial plan, estate plan, and your Will. 

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Needs Analysis Tool

Not sure what type of insurance you’ll need? Use an analysis tool to calculate the right policy and amount for you.

Get in touch with us!