Protection Planning
Protection sized to your life, not a generic policy.
Life, disability, and critical illness coverage, key person insurance, and buy-sell agreements — coordinated with your wealth and estate plan.
Pillar 5 — Protection Planning
What We Offer
How It Works
A simple, coordinated process.
Book a Free Consultation
A free, no-obligation call to understand your situation and goals.
Get Your Plan
We map a strategy specific to this service, coordinated with the rest of your plan.
We Implement It
Your dedicated team executes and reports back — you stay informed, not burdened.
Frequently Asked
Questions we hear often.
It depends on your income, debts, and the people who depend on you. We size coverage against your specific situation rather than a generic multiple.
Disability insurance replaces income if you can't work. Critical illness pays a lump sum on diagnosis of a covered condition. Many clients carry both.
Coverage that protects a business against the financial impact of losing an owner or essential employee.
An agreement, often funded by insurance, that governs what happens to business ownership if a partner dies, becomes disabled, or exits. Common for multi-owner businesses.
We assess your coverage needs as part of your broader financial plan and coordinate the right policy for your situation.
Credentials
Chartered Professional Accountant (CPA)
Experience
20+ years across corporate finance, tax, and investment management
Approach
One coordinated team, not a single-service transaction
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