Have you ever noticed the pain of loss outweighs the pleasure of gain? In investment terms, psychologists estimate that a 10% drop in your portfolio value is emotionally equivalent to a 50% gain in its value! It’s not surprising, therefore, when we recommend that our clients build financial plans around managing risk.
Our extensive experience in the area of insurance has proven to us and to our clients that covering the risks we all face in terms of a challenge to our health or to our life itself is a critical component in building and preserving wealth.
Our customized plans not only include an extensive review of what coverage you may or may not have, but often include new asset allocations offered by large Canadian insurance companies that provide cash when needed most while growing your net worth at the same time.