PIECE OF MIND IS THE BEST KIND OF COVERAGE
Life happens. We help you prepare for it.
Insurance solutions for every aspect of your life.
From personal to business, Wealth Your Way provides a full spectrum of insurance products and expertise to ensure you get the best coverage possible.
← NEGLECT
Neither you nor your money should ever be ignored.
Effective wealth planning is a conversation.
The choice between annual check-ins, cookie-cutter solutions and AI advisors isn’t really a choice at all. At Wealth Your Way, we offer real talk with a dedicated wealth planner who knows you by name, understands your goals, and can adjust to your changing needs.
We make insurance look easy. We just can't make it exciting.
Get real coverage with real clarity.
We believe the best insurance is the kind you don’t have to keep worrying about. You should have all the coverage you need, and there should be zero confusion around what’s covered, what’s not, and where you stand if the unexpected should happen. How’s that for exciting?
Would you rather be prepared or hopeful?
They call it “the unexpected” for a reason.
When it comes to dealing with the unforeseen, many Canadians are woefully unprepared and under-insured. At Wealth Your Way, we work diligently with our clients to protect their assets, their aspirations, and their families. A little preparedness goes a long way.
Experience financial growth while you're still breathing.
Make insurance a part of your wealth strategy.
While it’s common to view life insurance as a necessary part of estate planning, there are many vehicles for you to growth wealth in the life you’re living now – from guaranteed investments, to sheltering a portion of your business earnings from tax. Let us show you how.
Get the right insurance at the right price, right now.
We’re here to save you both time and money.
The wrong insurance can cost you in more ways than one. At Wealth Your Way, it’s our goal to get you the best coverage at the best possible price, quickly and without compromise. No generic sales pitch – just us working together to find the right insurance for you.
You determine the journey. We provide the direction.
You’re just 5 questions away from knowing more than you did before.
Life Insurance
Business Insurance
Annuities
Segregated Funds
Health & Dental Insurance
Travel & Auto Insurance
Life Insurance
Be prepared for the unexpected with a comprehensive plan built specifically for you and your family’s needs. Gain peace of mind knowing you’re protecting yourself and your family, YOUR WAY.
Business Insurance
Protect your business and your employees with a full suite of insurance solutions, including Employee Benefits, Overhead Insurance, Buy/Sell Insurance, and Key Person Insurance. We’ll work with you to develop an insurance plan built YOUR WAY.
Annuities
We’ll assess your financial plan to determine the best income option for you. With annuities, we can get you a guaranteed income without the risk of outliving your money. This is your retirement and we want to make sure you’re doing it YOUR WAY.
Segregated Funds
Diversify your portfolio with investment options that offer capital appreciation and life insurance benefits. With your choice of guarantees, we’ll help you expand your estate plan YOUR WAY.
Health & Dental Insurance
Illness and accidents happen, and not everything is covered by your government health plan. Protect your savings and be prepared for the unexpected with coverage developed YOUR WAY.
Travel & Auto Insurance
We’re ready to give you advice when choosing the right coverage for all of your insurance needs. We’ll help you evaluate everything from how much coverage you need for your next trip to the right deductible on your car insurance. This is insurance done YOUR WAY.
Make your money count for something.
Schedule an informal chat with us today and see why it pays to create Wealth Your Way.
Mutual funds are offered through Credential Asset Management Inc. Wealth Your Way is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Wealth Your Way are used under license by Credential Financial Strategies Inc.
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