FINANCIAL PLANS
Whether you require a full or partial financial plan, Jamie has the CFP designation, having been formally educated to provide the finest advice to assist you and your family. Planning includes Retirement Income Projections, Investment Plans, Insurance Strategies, Education Planning, and Divorce Assistance.
GICS
We do the groundwork, shopping the market for the best available rate of return.
TAX PLANNING
Income taxes play an integral part of retirement, estate and investment planning . Less tax means you keep more.
FINANCIAL ADVIcE RELATING TO DIVORCE
Working with us, in conjunction with your legal counsel, helps increase your chances of reaching a settlement that fully addresses securing your financial future.
INVESTMENTS
Our investment process appraises where you are vs. where you want to be and assists your family to implement an investment plan to accomplish those future goals. Our firm deals with all types of accounts for retirement, education, and tax reduction including RRSP's, LIRA's, TFSA's, RESP's, FHSA’s, and cash investment accounts. We offer private wealth management and guaranteed investment funds (GIF’s).
GROUP BENEFITS
We work with businesses to tailor Group Investment Plans and Group Benefit Plans. These plans include group life, disability, dental, medical benefits, and RRSP investments.
INSURANCE
Insight Wealth provides risk management solutions for clients based on a comprehensive capital needs analysis. As independent brokers, we are able to shop the Canadian market and offer the best rates in the following areas:
Life Insurance – Both permanent and term is used to cover families against a catastrophic loss.
Disability insurance protects the beneficiary’s earned income against the risk that disability will make working (and therefore earning) impossible.
Critical illness insurance is a form of health insurance that provides a lump-sum payment should you become seriously ill to provide choices in a time of need.
Long Term Care is personally designed to pay for costs incurred from being in a long term care facility or for special medical care in your home.