Managed Solutions
By Admin 2023/10/16
Focus on goals, not managing your investments Managed solutions are a straightforward way to reduce the amount of time and worry you spend on your investments.
Read MoreStephen Cragg
Insurance Advisor
Group Benefits and Pension Broker
Group Benefits and Pension Broker
Freedom today. Freedom tomorrow.
Advice that works for you
I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. I’ll be here to help you with every step, every decision and every success.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through The Canada Life Assurance Company, I can help you achieve your financial freedom.
Apply for travel insurance
Travel insurance is important to help protect you, your family or visitors to Canada from costs that can occur due to an unforeseen medical emergency during a trip or an unexpected reason to cancel or interrupt a trip. Without it, travellers may be left to pay significant out of pocket expenses.
Employee Group Benefit Plans
A group benefits plan is an important part of the financial security plan of your business. Under a group benefits plan, financial risk associated with loss of life, disability and health-related expenses is shared and priced based on the lives of a group of people. With a group benefits plan, when a member of the group dies, becomes ill or needs healthcare services, the plan provides compensation according to the terms of the contract.
Take action
Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.
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Book an appointment with me today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.