Insurance
Are you protecting your most valuable asset: you?
It’s not your RRSP, TFSA or your stock portfolio or even your house. Don’t be mistaken, these accounts are key components in your financial plans and deserve a life-long commitment. But the truth is, your most valuable financial asset is good old you. Yup, there is nothing that will generate as much return for you than you. That’s why protecting your ability to earn an income should be a top priority. All of those dreams and visions you have depend on making money. Our advisors work with a number of product partners including the biggest insurance providers in the country: Manulife, Canada Life, and Canada Life.
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In just 15 mins we can understand more about your goals and give you some ideas that could not only help grow your net worth but also save you thousands of dollars in tax. Book a call now!
WHAT PEOPLE SAY
Testimonials
"I received a higher level of dedication from my
Preferred Wealth partner. They were empathetic to my needs and were “working for me”. Before meeting them, my money was invested at a “big bank”. I did so
because you felt it was secure and convenient."
"Working with a Preferred Wealth partner they removed all uncertainty I had about my retirement. We developed a strategy to align with my goals and my portfolio was customized to my needs. They didn't try to pressure me or try to sell me anything."
"A current client recommended us to a Preferred Wealth partner. Our time is quite restricted because we operate a small family business. They have contributed tremendous value to us. They guided us through every step and gave us useful information to assist us make decisions about retirement, succession planning, and future planning."
Insurance In Detail
Are you protecting your most valuable asset: you?
Term Insurance
Term life insurance is the most affordable kind of life insurance; a large death benefit can be acquired at relatively little cost.
Whole Life Insurance
Whole life insurance is permanent life insurance that offers both guarantees and cash values
Universal Life Insurance
Universal Life Insurance has an investment component to it that grows on a tax sheltered basis.
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Office: Toronto, Ontario
Email:info@preferredwealth.ca
Site: https://preferredwealth.ca
