Wiest Insurance and Investment Management, as an independent brokerage firm, is able to offer an array of products and services through its many insurance and investment company partners and therefore is able to assist our clients with all of their insurance or financial needs. We will educate and assist you in developing the proper insurance and investment plan for your needs.
As an independent brokerage firm, you will receive unbiased advice while offered a diverse array of insurance and investment solutions. As an Independent financial advisor, my team will provide services tailored to each client's needs and objectives. Proper planning now can help reduce emotional and financial stress when the need for insurance arises.
As an independent brokerage firm, you will receive unbiased advice while offered a diverse array of insurance and investment solutions. As an Independent financial advisor, my team will provide services tailored to each client's needs and objectives. Proper planning now can help reduce emotional and financial stress when the need for insurance arises.
Services
An independent brokerage firm, serving Lethbridge and Southern Alberta for more than a decade. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way. Clayton has strong roots in the southern Alberta area, having been raised on a farm outside of Enchant by Rick and Dalyce Wiest.
Planning for the future involves considering a variety of strategies in order to ensure continued income for yourself, your business and your family. Without a systematic, disciplined and comprehensive strategy, your own and your family's lifestyle and standard of living could be at risk.
At Wiest Insurance and Investment Management, we're proud to make a complete portfolio of insurance products available to you, to help you achieve the best in insurance flexibility and protection.Scroll down to see a complete list of the insurance products we offer. As an Independent financial advisor, my team will provide services tailored to each client's needs and objectives.
At Wiest Insurance and Investment Management, we're proud to make a complete portfolio of insurance products available to you, to help you achieve the best in insurance flexibility and protection.Scroll down to see a complete list of the insurance products we offer. As an Independent financial advisor, my team will provide services tailored to each client's needs and objectives.
The length of the term of the policy is preselected at the time of application, and your cost of insurance (premiums) will be locked in and guaranteed for the length of that term. If you want to keep this life insurance protection after the term, you will need to renew the policy at your current health and age.
The ideal solution if you must take a temporary leave of absence from your work due to a critical illness, which will affect your finances and standard of living. Offers you a lump-sum benefit payment that allows you to take the time to rest in the event of a critical illness. This coverage provides you with the means to fulfill your financial commitments as well as to cover your healthcare expenses.
The ideal solution if an accident or illness prevents you from working in the long or medium term, which will affect your finances and standard of living. The disability benefit if set up properly will be a tax-free payment. Provides you with a monthly income to compensate for the loss of earnings due to a disability.
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