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Author Archives: Aaron Lalande

Estate Planning Seminar Video

Don’t leave your executors stranded on a desert island!

Estate planning can be as easy as lounging on the beach…sit back, relax and enjoy the video below!

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Critical Illness Insurance – The Gift That Keeps On Giving

small gift box with ribbon bow in female hand, isolated

 

Samantha Gowers

Samantha Gowers

Many of us have heard of or even own critical illness insurance on our own lives because we recognize the financial impact it could have – our healthy spouse will likely take time off of work, we may need to hire extra help around the house for our kids, we possibly need to travel to find the best care, or maybe the drugs or treatments are not covered. But many of us have not considered the impact of one of our kids having an illness.  I can almost guarantee you haven’t considered buying this coverage for your kids or grandchildren as a gift!  It’s hard to think about anything bad happening to our kids, but the reality is it happens and when it does, the financial impact could be catastrophic.  All of the expenses listed above would continue to be a reality, but to add to it, there would probably be a drop in both parent’s incomes.

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Critical Illness Insurance – Video

A serious illness can create a big financial burden for you and your family. How will you pay for time off work, travel expenses, medical costs etc? Critical Illness Insurance can help bridge the gap. Learn more by watching the video below.

Our Transformation

Did you hear? Zavitz Insurance has purchased the building directly to the East of us on Dundas Street to help with the continued focus on our growth. Terry and Justine continue to provide strategic direction to clients, while expanding by adding new advisors to our talented team of planners, underwriters, benefits staff and administrative assistants. This ensures that Zavitz Insurance is able to continue to provide our clients with innovative, appropriate and quality service. We’ve also started making some changes on the inside of our building as well. Including a new client/staff room with plans on adding another in the near future.

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Trudeaumania & Trump Dynasty Seminar Video

Key Topics Discussed

• Current and recent budget proposals and review strategies to minimize the impact of these changes
• Real Estate trends
• Outline of trends which may impact your retirement and the preparation of your wills
• How the Trump Dynasty and Trudeaumania may impact the economy and investment

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