Your insurance Family Office
How many insurance policies do you currently hold for yourself, your family, your assets, and your company?
Whether it’s 10, 50, or 100+, we have the expertise and ability to manage them all as your Insurance Family Office.
Our value to you
Our comprehensive services allow us to manage every insurance policy you have, without forcing you to switch providers.
By utilizing our Insurance Family Office, you can bypass the hassle of engaging with multiple brokers, managing numerous renewals, and ultimately save yourself a substantial amount of time.
We collaborate with your wealth advisors, lawyers, accountants, and any existing family office you may be associated with.
Life insurance
We manage your existing life insurance policies and advise on new policies as needed.
Business insurance
We have the expertise to handle your property, liability, surety, cargo, cyber, and many other types of business-related insurance.
Personal assets
From exotic cars to yachts to art, we can facilitate and manage your existing and future policies.
Health insurance
There is nothing more important than safeguarding your health. We consult and administer your critical illness & disability insurance policies.
Group benefits
If you have an employee health & wellness plan, we will oversee and add value to your plan with our proprietary offerings.
Philanthropy
Many families choose to acquire life insurance policies and generously donate them to charities that hold a special place in their hearts. We are well-positioned to offer guidance and efficiently implement any such policies on your behalf.
Our Clientele
Our Insurance Family Office is well designed for families with multiple corporations, an extensive list of assets, and an 8, 9, or 10-figure net-worth.
We operate in Ontario, British Columbia & Alberta.
For a 15-minute introductory call with our firm, please fill out the form below.
Contact
(905) 320-5399
Oakville, ON. 407 Iroquois Shore Rd, Unit 8. L6H 1M3
Vaughan, ON. 3700 Steeles Ave W Suite 1001. L4L 8M9
Vancouver, BC. 1185 W Georgia St #800. V6E 4E6
Calgary, AB. 120 6712 Fisher Street SE. T2H 2A7