Protect it

Preserving and protecting your wealth is an important component of a complete financial plan.  The key areas must include:  

  • Your assets (your home, vacation property and other valuable items you own)
  • Your investments (registered and non-registered investments, rental properties and business assets)
  • Your lifestyle  (the ability to maintain your current or expected spending habits or maintaining your way of life beyond your working years)

To preserve and protect your wealth, our Insurance Representative will look at tax strategies to help shelter your investments from tax as well as insurance solutions that will protect your assets and maintain your standard of living in the event of something unexpected.   

Meet Elan Kidd

 

Insurance is offered through Qtrade Insurance Solutions Inc., a licensed life insurance agency.  QIS is a member of Qtrade Financial Group, which is committed to offering comprehensive, market-leading wealth management solutions to both the retail public as well as our financial institution partners across Canada. 

 

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