WEALTH MANAGEMENT
Expertise to Manage Your Wealth.
The majority of wealthy people are not managing their money efficiently or correctly. Are You?
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Insure Wealth uses industry leading products, insurance concepts and investment planning for high-net worth clients to protect what they have built up and to reduce taxation.
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While financial plans to fund your lifestyle and retirement goals is a great start, there are plenty of additional tactics to consider.
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Our goal at Insure Wealth is to help plan your insurance and investment needs to best fit you, your family, or your business.
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Let us shop the marketplace for you, so you don't have to!
A Customized Plan to
Maximize Your Returns.
Every family is unique and so are your needs and goals. We'll analyze and restructure your wealth to maximize returns and ensure your long-term success.
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Insure Wealth Group has access to the top investment funds in Canada. Whether you have $100 or $1 million, we can show you how to make your money work for you.
Let us review your current investments to make sure you are getting the best return or let us help you set up something new.
RRSP: Registered Retirement Savings Plan
An RRSP is a tax-sheltered account that allows you to grow your investments without paying tax on the interest you make every year.
As an added bonus, any contributions you make into an RRSP, up to your yearly contribution limit, can be deducted from your taxable income.
TFSA: Tax-Free
Savings Account
A TFSA is a great way to start investing but still have access to your money if you need it. The account allows you to deposit, grow, and withdraw your money tax free.
There is a limit on how much you can contribute, but no limit on how much your money can grow within the account.
