Investment Solutions

How I Can Help You

Do you know the best way to plan for a financial crisis? Do you want to know how much your family will need to live on if you pass away? Are you wondering how to fund long term medical care or critical illnesses for yourself or your parents? Do you need to grow investment dollars tax-free outside an RRSP?

Personalized Investment Solutions

Everyone’s situation is unique. There is no all-encompassing insurance solution or financial plan that applies to everyone. That’s why I do a detailed needs analysis of your situation, explain the available options, then provide you with the information and illustrations you need to help you choose insurance that fits your specific needs.

I will also will work with you to anticipate your future insurance needs.   For example, if you have a life-event that changes your situation—like starting a family or preparing for retirement—I can help you understand what new insurance options you should consider. Call or email today!

Insurance Plans for Today and Tomorrow

Just about every Canadian family has an insurance need that requires a customized solution.  Royale British Columbia Financial Inc Insurance  provides a full suite of insurance options, including a life and health insurance plan for every lifestyle, family status, and financial position – for both individuals and for businesses. Our insurance plans include:

•  Universal Life (with affordable Critical Illness and Long Term Care Options, as well as  a full menu of tax-advantaged investment options)
• Critical Illness Protection, covering a comprehensive lists of illnesses and conditions
• Long Term Care Insurance (includes both Home Care and Facility Care)
• Full Portfolio of Term and Permanent Life Insurance, Disability Insurance & Segregated Funds

Solid Financial Position

Royale British Columbia Financial Inc Insurance is one of the most reputable and fastest growing insurance companies in North America:

•  Royale BC Financial now serves over 5 million North American customers.
•  We continue to expand our business by growing our network of business partners, enhancing our products and services, and improving efficiencies through new technologies.
•  We are among the top 10 providers of new individual life insurance policies in Canada. Our business also continues to lead in the creditor and travel insurance markets.
• Royale British Columbia Financial Inc. Life Insurance Company, one of the key entities comprising our life insurance operations, has an A (Excellent) financial strength rating from A.M. Best.

Let's talk! I am here to help with your Insurance and Investment needs.