Risk Management is part of the foundation of a complete financial security plan. It helps protect you and your family in the event of death, a disability or critical illness. While you're still living, some policies can build tax-advantaged cash value which can be drawn upon to help you achieve goals, such as buying a house or retiring comfortably.
Based on your specific needs and goals, investments can play a key role in your financial security plan and your ability to achieve your short- and long-term goals. If you need effective benefit solutions for your business, we can provide access to customized group benefits plans, including group RRSP, life insurance and disability insurance, as well as health, dental and vision care insurance.
Based on your specific needs and goals, investments can play a key role in your financial security plan and your ability to achieve your short- and long-term goals. If you need effective benefit solutions for your business, we can provide access to customized group benefits plans, including group RRSP, life insurance and disability insurance, as well as health, dental and vision care insurance.
Services
Our mission is to build a financial security plan tailored to help meet your specific needs. Our team is dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve these goals. Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you - and your financial security plan should be tailored to your needs.
After working on contract for the Tax Court of Canada for a number of years as a Court Registrar, Sharon changed careers and entered into the world of financial services. In 1994 she became a small business entrepreneur, and is the President of her own company LifeQuest Financial Group Inc. She studied through Life Underwriters Courses and received her Registered Health Underwriters designation in 1997.
Our team develops financial plans for families and successful business owners to ensure they have the means to realize their dreams. Our success as advisors is seeing our clients succeed. Life insurance, disability insurance, employee benefits, andpension plans are just a few pieces of our full line of financial planning products and services.
Purchasing financial products that meet your needs now and in the future can be complex. That's why professional advice from knowledgeable financial security advisors is an essential part of thorough financial planning. Our goal is to help you make informed decisions about the products in your portfolio.
Insurance is part of the foundation of a complete financial security plan. It helps protect you and your family in the event of death, a disability or critical illness.
While you're still living, some life insurance policies can build tax-advantaged cash value which can be drawn upon1 to help you achieve goals, such as buying a house or retiring comfortably, but if you have a business having insurance and the right taxes is essential, and that's why using tax business software solutions could be the best solution for this.
While you're still living, some life insurance policies can build tax-advantaged cash value which can be drawn upon1 to help you achieve goals, such as buying a house or retiring comfortably, but if you have a business having insurance and the right taxes is essential, and that's why using tax business software solutions could be the best solution for this.
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Sue Chisholm
Nov 04, 2020
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