We’re here to help you navigate the intricacies of your
finances and fuel a money growth lifestyle.
Do you wish your finances came with any easy-to-follow guidebook? One that tells you how to make the best financial moves for your future? You're not alone. It’s overwhelming to make big financial decisions when you’re still trying to get your practice or business off of the ground and pay down debt. And you shouldn't feel pressured to sign the dotted line without understanding how your money is working for you.
When you partner with Professionals’ Insurance Centre, we’ll help you…
Protect Your Assets
You’re eager to make up for lost time and start making an income. But you need disability, critical illness, business overhead, and life insurance to protect the life you’re building. Insurance is more than a “just in case” contract – it’s an investment strategy. It’s wealth management and retirement security rolled into one. We’ll shop the market to find the best policies to suit your needs at a competitive price, without sacrificing valuable features.
Grow Your Wealth
Our relationship doesn’t end when you sign a contract. As your family grows and your wealth accumulates, you can count on us to educate you on how to fuel a money growth lifestyle. We’ll get you started with RRSP and RESP accounts so you can rest easy knowing someone else has eyes on your future for you.
Monitor Your Progress
Time is your most valuable asset and the last thing we want you to do is waste it crunching numbers. We take care of the nitty gritty details along the way, providing annual reviews of your coverage, detailed cash flow reports, and ongoing portfolio summaries so you stay in the know.
Reap the Benefits
As you begin to slow down, we’ll help you prepare for retirement by coming up with a plan to transfer your wealth, equalize your assets, and assist with long-term care planning. After all, who better to help you design the future you always imagined than the people who helped you plan for it?
ARE YOU READY TO INVEST IN YOUR FUTURE?
Think of us as your financial gurus.
We’ll help you understand your finances and offer you the best advice to fund your future goals and protect your lifestyle.
Client Appreciation