Insurance Services

My mission is to provide you with the right insurance services for your present and future situation.

Greatest Coverage at Best Value

• This means providing the greatest coverage at the best value for your needs.
• It also means providing estate planning so that your benefiicaries are properly provided for and assets are transferred in the most tax-efficient manner.
• Most importantly, it means being there to promptly address your concerns and questions and providing support to your family when they need it the most.

Priorities

It is important to identify what are your most pressing priorities and what are your greatest concerns. Where are you most exposed in terms of financial risks?

Working within your Budget

There is no shortage of financial risks that need to be addressed. However, most people have to work within a budget. Some risks may have to be absorbed by the individuals themselves.

Identifying priorities, concerns and financial risks allows us to optimize the allocation of your budget dollars to properly protect you and your family.

Resources

My association with LifePlan and PPI, which is one of the largest Insurance Managing General Agent in the country, provides me with access to the products of all the major insurance firms as well as top of the line business and technology resources. This allows me the opportunity to shop around for the best value solutions for my clients. 

LifePlan Financial Group is an independently owned Marketing Center and MGA locally located in Victoria. They support their Associate Advisors with a team of Marketing Specialists, Advanced Marketing Consultants, and state-of-the-art planning and practice management software. The associates are offered the products, marketing tools, training and knowledge to expertly service their customers. LifePlan provides solutions using a broad portfolio of insurance, money management and asset accumulation products and services for individuals and businesses. Since 1991 LifePlan Financial Group has rapidly earned a reputation for providing Canadians with a powerful and diverse spectrum of financial solutions.

LifePlan Financial Group is a proud affiliate of PPI. For insurance advisors who serve the broad Canadian market, PPI is the trusted resource for proprietary tools, comprehensive product offers and unmatched life insurance company relationships. They continually rank highest in terms of client satisfaction surveys. PPI's national resources are delivered locally by 9 offices stretching from coast to coast, by their friendly and efficient teams of professionals.

All mutual funds and approved exempt securities are provided by Portfolio Strategies Corporation. All other products and services are provided by Brian Lepicq.