Sophisticated wealth management

Risk-management Strategies Protect your business, yourself, and your loved ones.

It is one thing to say that a partner’s estate will be bought out if they should pass away, it is another to come up with the necessary funds!

Some owners will have an outdated partnership or shareholders agreement in place. Others have not had the time to put one in place. For those that do, their agreements may outline what should happen in the case of disability or death tof a shareholder or a key employee. However, these clauses are often not supported with appropriate funding. Corporate life and disability insurance and key-man insurance can be an affordable way for businesses to survive through very difficult and unexpected times.

We ensure you’re financially backed, by sourcing and providing you with the right insurance for your unique situation.

Talk to us about what risk-management strategies are best for you.
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