About us
Welcome to Wealth Insured, your one-stop shop for all your life and health insurance and financial services needs. Whether you are looking for life insurance, critical illness insurance, disability insurance, health and dental insurance, or financial planning, investment, and retirement solutions, we have you covered. We understand that insurance and financial planning can be overwhelming, which is why we’re committed to providing you with personalized, transparent and honest advice (even if it means we don’t make a sale). We’ll take the time to get to know you and your specific needs before providing a recommendation that suits your lifestyle and budget.
Wealth Insured agents are associates of Experior Financial Group, a leading Managing General Agency (MGA), to provide the suite of services we offer. The agency, whose foundation is built on integrity, trust and honesty, is led by a team of LLQP licensed professionals who have extensive experience in the insurance and financial industry. We’re passionate about helping our clients secure their financial futures and achieve their long-term goals. We are also independent, which means we work for you, not the insurance companies or financial institutions. We have access to a wide range of products and services from over 25 leading insurers and investment firms in Canada. We can compare and customize plans to suit your unique situation and budget. Whether you’re looking for individual or group coverage, we’ll work with you to find the right policy that provides you with the protection you need. We also offer a range of financial planning services, including retirement planning, investment planning, and wealth management. We will work with you to develop a personalized investment strategy based on your unique financial situation, goals, and risk tolerance.
We’ll take the time to answer any questions you may have and ensure that you fully understand your coverage and financial plan. We’ll also help you navigate the complexities of each policy, including deductibles, limits, and exclusions. We believe in doing what’s right for our clients and providing them with the best possible service. Whether you’re looking for insurance coverage or financial planning services, we’re here to help.
We love what we do and we care about our clients. We are not here to sell you a policy or a product and forget about you. We are here to build a long-term relationship with you and provide you with ongoing support and advice. We’ll be there for you if you need to file a claim, review your coverage, or make changes to your investments. We are here to help you protect what matters most to you and achieve your financial goals.
We are more than just an insurance and financial agent. We are your trusted partner and advisor. We’re here to provide you with the peace of mind that comes with knowing you’re protected and prepared for the future. Contact us today to schedule a consultation with one of our LLQP licensed professionals. We look forward to working with you to own your financial future!
Why Choose Us?
- Free no obligation consultation and pressure free honest guidance – no pushy sales
- No cost or fee to use our services to our representatives ever.
- Personalized plans that suit your needs, budget, risk tolerance and goals.
- Own your future – buy insurance or invest your wealth – virtually from the comfort of your own home
- Easily reachable – by phone, email, virtual meeting or in-person meeting.
- Professional attention and top-notch customer care.
- Leverage proprietary analytical software technology to create strong performance and financial outcomes for our clients.
- Compare multiple quotes and insurance solutions from Canada’s leading life insurance companies.
Our process
To create a financial plan tailored to your unique needs, we take a comprehensive 4 step approach that involves getting to know you, your financial situation, and your goals. We believe that a personalized plan is the best way to help you achieve your financial objectives and maintain a secure financial future.
1. Understanding you!
Our first step is to sit down with you and get a clear understanding of your current financial situation. We'll review your income, expenses, assets, liabilities, and cash flow to develop a baseline of your current financial standing. We'll work with you to establish your financial goals. We understand that everyone has different financial objectives, which is why we take the time to listen to you and understand what's important to you. Whether you're saving for a down payment on a house, planning for your children's education, or preparing for retirement, we're here to help you achieve your goals. At this stage, we will also understand your risk tolerance and comfort levels.2. Develop your blueprint for success
After carefully considering all aspects of your finances, and identifying ways to maximize tax efficiency, we will recommend an tailored plan that helps you realize your goals and dreams. This may involve recommendations for debt reduction, savings plans, investment strategies, and risk management.3. Implement the plan
Once we've developed the plan, we'll work with you to implement it. This may involve opening new accounts, setting up investment plans, and making any necessary adjustments to your current financial situation.
4. Monitor, Reassess and Review
We believe that a financial plan is not a one-time event. We'll monitor your progress regularly and make necessary adjustments as circumstances change. This may involve meeting with you on a regular basis to review progress, make any necessary adjustments, and ensure the plan is still aligned with your goals.
Finally, we understand that life is full of changes, which is why we'll reassess your goals and strategies regularly. This may involve reviewing progress and making any necessary changes to your goals or strategies based on changes in your life circumstances, financial objectives, or market conditions.