Protect your loved ones.
Protect your loved ones and your assets against any unforeseen events.
Why having an Insurance Plan
is better than just having insurance?
01 Being Prepared
02 Protecting your loved ones
Insurance products are available through Joseph Becker CFP or Stephen Hillier CFP.
Consider this retiree's story
A client recently passed away and had a $450,000 balance left in their RRSP account was included in their income and had to pay $240,885 in tax on this money (53.53%).
Years before, we addressed this in their Insurance Plan and set up a $250,000 life insurance policy to pay this tax and ensure their hard-earned money went to those they cared about and not to tax.