Whether you are an individual or a business owner, you must have a financial foundation in place. Pyramid Wealth Management Inc. will focus on your objectives, to help you obtain financial security, minimize financial risk and protect your loved ones or business.
Your needs change depending on your stage of life. We'll consider the following when developing your financial security plan:
For the individual:
- Your most valuable asset is your ability to earn an income. Choosing the right combination of life, disability, and critical illness insurance products can help protect this asset.
- If you have a mortgage or other large loan, there are cost-effective ways to cover outstanding debt if you die, become disabled or suffer critical illness.
- If your employer doesn't offer a group benefits plan, investing in additional health and dental insurance coverage may be an option.
- If you choose to have children, your needs change. We can help you plan for your children's future.
- If your benefits end when you retire, we offer additional health and dental insurance coverage.
- If you own your own business, insurance can help cover outstanding business loans or mortgages if you die or suffer from critical illness.
- Insurance can protect your business from the loss of a key person.
- We can help you set up retirement savings plans, such as pensions and registered retirement savings plans (RRSPs).
- Your business or organization is unique, and so are your employees. Comprehensive group benefit plans will help you retain your valuable staff. A health and dental insurance plan may be tax-deductible as a business expense.