Personal Estate Planning

Planning for this stage in life isn’t all that fun but it sure is important. It is never too early to start thinking about the importance of estate planning and making sure your legacy goes where and to whom you want. The sooner you start implementing a plan, the less you’ll have to worry about down the road if something were to happen to you.

Legacy Builder Insurance

Protect your legacy and ensure that it keeps growing for future generations to come.

  • We’ll design solutions based on your personal objectives and risk tolerance
  • We’ll shop and compare with multiple top insurers to make sure the solution is right for you
  • Grow your money investing in insurance and leave a greater gift behind to your loved ones
  • Cash values are accumulating tax-free during your lifetime, and available for your use if desired
  • Upon death, the life insurance proceeds are paid out tax-free to your named beneficiaries

Segregated Funds

Segregated funds are long-term investments that guarantee 75% to 100% of your original investment no matter how the markets preform.

  • Guarantee and original investment protected in the event of death
  • Sell at any time at current market value
  • A mutual fund with insurance guarantees
  • Used as a valuable estate planning tool particularly for business owners who want to protect investment assets from creditors
  • Proceeds are passed to your named beneficiaries outside of your estate, thus eliminating probate fees, and more importantly, confidentially
Let's chat.
Our Mobile Insurance Team can help plan the right insurance solutions.

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Want to learn more?
Our Mobile Insurance Team are pros at determining the coverage you need for yourself and your business. And, they can meet wherever works for you. Give them a shout at 1.888.517.7748 Monday 8am-4:30pm, Tuesday-Thursday 8:30am-7pm, Friday 8:30am-4:30pm.

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.