Skip links

Our Services

We offer a diverse collection of plans to provide you with financial protection. We can help you no matter the size of the policy you are looking for, whether it is for yourself, your family, or your employees.When looking into insurance, it is crucial to find a plan that suits your personal needs. Contact us today to speak to someone who can assist you in finding the right plan for you.

Lifewise Financial Services

Health and Life Insurance

Unexpected health emergencies can lead to drastic financial burdens if not covered. Protect yourself and your loved ones with these financial solutions.

Life Insurance

Life insurance helps your family with the support they need in the event of your death. Provide your loved ones with protection by eliminating their financial difficulties in a time of need.

Critical Illness Insurance

Critical illness plans make sure that you receive the support you need in the event of the diagnosis of a serious illness or condition, such as cancer, heart attack, or stroke.

Disability Insurance

In the event that you become disabled and are unable to work, disability insurance will provide you with payments for living expenses in place of your income.

Mortgage Insurance

In the event of your death before your mortgage is paid off, your loved ones will be provided with a lumpsum payment to relieve their financial stress.

Health and Dental Insurance

Keep your family’s medical bills covered in case of a health emergency, including prescription drugs and hospitalization.

Personal Accident Insurance

t is impossible to know when an accident will take place – protect and provide for yourself and your family in case you are injured.

we have your back

Future Planning

When it comes to planning for the future, we have your back. We can help you plan for your future now so that you can meet your financial goals, stress-free.

RRSP and RRIF

Your retirement is an important part of your future, and crucial to plan. Working with an advisor can guide you towards a happy and financially stable retirement.

RESP

Paying for a child’s education can be expensive. A registered education savings plan will enable you to effectively save for your child’s future.

TFSA

For individuals over 18, a TFSA is a convenient way to set savings aside. Money put into the account as well as growth within the account are completely tax-free.

Get In Touch

Looking to learn about joining our team or speak to an advisor? Send us a message, and we'll have someone get back to you as soon as possible.