Personal Insurance

Take care of you and your loved ones by providing cash flow for them in the unfortunate event something happens to you.

Life Insurance

Protect your family and your money with life insurance. We'll help ensure your hard-earned savings goes to your family and loved-ones, not the taxman.

  • We'll design solutions based on your budget and individual needs
  • We'll shop and compare with multiple top insurers to make sure the solution is right for you
  • This coverage provides a tax-free cash benefit to your beneficiaries
  • We'll help review your current work coverage, if any, to ensure coverage meets your needs

Critical Illness Insurance

Protect yourself from the loss of income and high expenses that come with a critical illness.

  • We'll design solutions based on your budget and individual needs
  • We'll shop and compare with multiple top insurers to make sure the solution is right for you
  • This coverage protects your long-term savings such as investments in RRSPs, RESPs and TFSAs
  • This coverage provides a lump-sum benefit to help support you financially
Let's chat.
Our Mobile Insurance Team can help plan the right insurance solutions.

Like what you see? Here's more.

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.
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.
The value of working with a Financial Planner.
It's never too late to get a handle on your money, and you don't have to do it alone. Read on to learn how a Financial Planner can help you.
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.