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yourCFO Wealth Management Inc. can help you plan for your future and the future of those you care about. We consider insurance integral to protecting the financial health of you and your family. With a service oriented, knowledgeable team of individuals, yourCFO Wealth Management Inc. is ideally positioned to assist you with all of your insurance and financial planning needs.
Insurance Strategies
Insurance Protected Investing
We can help you accumulate wealth, invest intelligently and provide you with income both now and in the future, all under the protection of Canada's leading insurance companies.
Business Owners
There are ways to protect all of the hard work you have invested in your business. Whether you are a sole proprietor, in a partnership or the owner / major shareholder of a corporation, we can help ensure that your business has the resources to continue when health issues arise.
Personal Insurance
All of us want to make certain that our families and those we care about are protected, even if we are no longer able to provide for them. We engage Canada's leading insurance providers to help you make this possible.
Planned Giving
We can help you plan how you would like to benefit those charitable organizations that are important to you.
Insurance Products:
Individual Insurance Products:
- Term life insurance
- Permanent life insurance
- Creditor proof instruments
- Tax-sheltered investments
- Critical illness protection
Corporate Financial Protection:
- Business continuation
- Key person protection
- Funding for buy/sell agreements
- Creditor life insurance
- Charitable
Disabilities:
- Income replacements
- Overhead expense
- Lump sum disability buy-out
- Critical illness funding
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