Investment Services

Risk Management and Insurance



As difficult as it is to consider disability, critical illness or death, proper planning and preparation can help to protect your income and lifestyle in these situations. We can help you to identify and manage the risks to your long-term goals, and work with you to develop a plan that will minimize the impact of death or disability on you and your loved ones. You deserve the assurance that you – and you alone – are in complete control of your path towards accumulating and maintaining wealth. The following are some of the risks and factors that we can help you consider:

  • Financial emergencies
  • Critical illness
  • Disability
  • Long-term care
  • Extended health care needs
  • Death of an income earner