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Insurance
No matter how good your tax and financial planning is, MAJOR problems can occur without proper insurance coverage.
We wouldn't drive an uninsured car, or live in an uninsured home, yet many Canadians are inadequately prepared for:
Premature Death
Critical Illness
Temporary or Permanent Disability
Estate Taxes
Successful solutions can include any or all of term, universal, whole, group, disability, or critical illness insurances.
Our strategies include:
Creating a legacy
Income replacement for all seasons of life
Preserving partnership interests
Estate equalization
Intergenerational wealth transfers
Disability protection
Buy sell agreements
Extra tax protected wealth
Gifting to children while maintaining control
Additional resources at time of critical Illness
Potential creditor proofing
Tax effective charitable gifting
Owning your mortgage insurance
For further information, or to get started on some solutions for you, please contact: Cornerstone Capital Financial Group 515 Park Road North Brantford, Ontario N3R 7K8 Tel.: (519)753-9622 Fax: (519)752-2155 Toll Free: 1-866-359-9286
Info@cornerstonecapitalfinancial.com
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