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 seamlessly collaborate with your wealth advisors, lawyers, accountants, and any existing family office you may be associated with.
We manage your existing life insurance policies and advise on new policies as needed.
We have the expertise to handle your property, liability, surety, cargo, cyber, and many other types of business-related insurance.
From exotic cars to yachts to art, we can facilitate and manage your existing and future policies.
There is nothing more important than safeguarding your health. We consult and administer your critical illness & disability insurance policies.
If you have an employee health & wellness plan, we will oversee and add value to your plan with our proprietary offerings.
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 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.
Inquiries & Consultations