Life Insurance

Get help planning for the unexpected.

It’s not a one-size-fits-all when it comes to insurance coverage and you may not have the coverage you do or more importantly, the coverage you need. It may not seem like a priority because nobody really needs insurance. Until you do. We’re here to help ensure you have the right insurance.

Financial planner

Meet Brett Romano, CFP.

He's just one of our Mobile Insurance & Investment Specialists dedicated to finding ways to protect you from the unexpected that could put you at financial risk. He's part of our Investment Team that's available to help you reach your financial goals. He'll develop financial solutions to help ensure you save for the future while living well today – whether you’re sorting out the details of your estate or looking for ways to protect your family or business from the unexpected.

Our Mobile Insurance Team is here to help:

  • Insurance Specialists can come to you at a time convenient for you
  • They can also help with Life, Critical Illness and Disability Insurance and Business Health Insurance
  • Investment Team available at our Contact Centre, Mon-Sat, 8am-8pm

Like what you see? Here's more.

Who needs insurance?
Whatever your age, it's always better to rest insured. Here's several kinds of insurance to consider at different stages in your life.
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Get help planning for the unexpected with critical illness insurance
How prepared would you be if you were suddenly diagnosed with a serious illness? It’s a scary thing to think about. Learn about critical illness insurance.
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Top 6 things to know about will and estate planning
It’s not fun to talk about, but what’s your plan to look after your family when you no longer can? This is where will and estate planning comes into play.
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Coast Capital Financial Management Ltd. provides service and advice related to insurance, segregated funds and annuities. Worldsource Financial Management Inc. provides advice and service relating to mutual funds. Mutual funds are not guaranteed or insured by any financial institution, government or other deposit insurer. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing.

Coast Capital Financial Management Ltd. provides service and advice related to insurance, segregated funds and annuities. Worldsource Financial Management Inc. provides advice and service relating to mutual funds. Mutual funds are not guaranteed or insured by any financial institution, government or other deposit insurer. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing.

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