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Insurance/Risk Management

Risk management, in terms of insurance (life, disability, group benefits, critical illness, or long term care, etc.), provides a clear and structured approach to identifying and managing risks utilizing insurance products. Having a clear understanding of all risks allows you to measure and prioritize the appropriate actions to reduce risks and choose the best insurance for your specific needs.

How Can We Help You Choose the Right Insurance?

At Life Span Financial Strategies our intimate understanding of insurance companies and their offerings will help you to eliminate and reduce any potential risks. We help to ensure that your financial strategy does not put your family and heirs at risk.

As an independent broker through Dundee Insurance Agency Ltd., we can provide you with advice on a variety of insurance products and services as well as the proper planning and advice to ensure that your insurance provides optimum coverage for all of the key steps of your life.

How Do We Assess Your Insurance Needs?

Insurance is not a 'one-size-fits-all' solution. At Life Span Financial Strategies we guide you in selecting the right insurance that reflects the changing stages in your life - whether you're buying a house or a business, getting married, having children, retiring or planning for the future of your loved ones.

Your Advisor will sit down with you and discuss your specific needs so that we can then provide you with a custom assessment which identifies and measures the risks associated with your insurable needs. We help you to then weigh up the benefits, prioritize and take action. From medical and dental and other health related insurance requirements, to travel or life insurance, our Advisors will help you find the right insurance solution.

For more information on insurance and risk management, Contact Us.

 
Our Financial Services
  • Our Financial Services
  • Portfolio Management
  • Retirement Planning
  • Tax Planning
  • Insurance/Risk Management
  • Cash Flow Management
  • Managing Your Debt
  • Mortgages

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Everything you need to be better informed. Detailed information on our portfolio management strategies and decisions. Access to your personal investments, forms and documentation.
Contact us to take a Tour of the myPortfolio Centre
 

Tour our High Net Worth Management Guide to determine if Life Span Financial Strategies is the right solution for you.

Request full access to a customized myPortfolio account to experience and preview how Life Span Financial Strategies can keep you fully informed.

Contact us to have your current financial picture reviewed by one of our Certified Financial Planners and Portfolio Managers, and discover why the Ottawa-based Life Span Financial Strategies is a Canadian financial leader.

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Our Financial Services:

Portfolio Management

Retirememnt Planning

Tax Planning

Insurance/Risk Management

Cash Flow Management

Managing Your Debt

Mortgages

Life Span Financial Strategies
210-1770 Woodward Drive Ottawa, Ontario K2C 0P8
Tel:613-228-7777 Fax: 613-274-0109
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