With expertise in insurance, investments, health plans, and group savings, you can be assured our team of licensed experienced advisors can provide you or your business with sound financial advice. As Insurance Brokers, we have access to the top insurance companies in Canada, whether it's Life, Critical Illness or Disability Insurance, we have the tools and the knowledge to build a personalized plan for you.
In an ever-changing financial world, let us manage your investments for you. With a variety of different options like TFSA, RRSP, RESP we can help make the most of your money. Are you looking to keep more good employees working for you? Talk to our group savings specialists about setting up a group retirement plan for your employees.
In an ever-changing financial world, let us manage your investments for you. With a variety of different options like TFSA, RRSP, RESP we can help make the most of your money. Are you looking to keep more good employees working for you? Talk to our group savings specialists about setting up a group retirement plan for your employees.
Services
Whether it be covering immediate debts, covering funeral expenses, or leaving a legacy to your friends and family, Life Insurance gives you the power to do all of that. Life insurance can be broken up into two categories: Term Insurance and Permanent Insurance. Term Insurance is an affordable short-term option for most people who are just entering the workforce, finishing up post-secondary education, or buying a house and starting a family.
Andy Lambe & Associates specializes in several types of investments, allowing your income of today to work for you tomorrow. When managed by our team of financial advisors and professionals, your money can go further and do more for you, no matter what your financial goals are. A TFSA is a registered, tax-sheltered savings account for your different types of investments.
As one of Prince Edward Island's largest pension plan and group savings plan advisors, Andy Lambe & Associates Inc. is dedicated to helping you and your employees save for a better retirement. We can determine what type of savings plan is the best fit for your organization and will shop the market to find the best fees.
Through our partners at PEI Employee Benefits Agency, Andy Lambe & Associates is able to offer services for group health benefits. Although Canadians are fortunate to have some health care costs covered, there are many health costs that still come out of pocket. Prescriptions, certain treatments, private hospital rooms, and medical equipment are not covered by Canada's healthcare system.
Corporate Life Insurance is a great financial and estate planning tool. Whether it's to help cover a tax liability, fund a shareholder's agreement or protect against a key employee, we can find you a plan to help keep your business above the rest. Just like people, no business is the same so we will build a financial plan that works for you.
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