Risk Management

There are many risks we face that can have an adverse impact on your ability to accumulate, preserve and eventually distribute your wealth. Our focus is to identify and manage the financial risks that you, your family and/or business may face. Although it is often difficult to eliminate all the risks, there are things that can be done to minimize your financial consequences. Most people are apprehensive about insurance, they do not know the valuable role that insurance plays in protecting and growing your wealth tax efficiently.

Insurance is more than just a safety net. From basic life protection and tax-sheltered investing to more advanced strategies, we can help you understand each insurance alternative and its potential benefits.

Our insurance specialists will review and implement all effective insurance strategies that will assist you in achieving your personal lifestyle and business goals. Some of these strategies include protecting your family and business, tax-sheltering investments, supplementary retirement income, planning your business succession and offsetting estate taxes so that your beneficiaries can keep treasured assets intact.

With insurance planning as part of your wealth management strategy, you can manage risk at every stage of your personal and professional life to help strengthen and safeguard your family’s financial security.


Insurance products and services are provided through Assante Estate and Insurance Services Inc.