Balancing your family life, work, and bills can be overwhelming. We get it. That's why we strive to make managing your finances easy and efficient, so you can spend more time focusing on the things you love.
What's the best for me?
Short answer, it all depends. We understand that no two situations are the same, and our mission is to help you make the most of your financial resources. We are here to provide you with the guidance and support you need to make sound decisions for your future.
Who Needs Insurance And Why
Navigating the Insurance landscape can be confusing. Many aspects of your life can affect the types and levels of coverage that make the most sense for you. Here are some of the considerations we make when designing the best coverage plans for you:
Do you have a significant other? Do you have more than one income in your household?
Do you have children or other dependants (siblings, parents, anyone who relies on your support)?
Do you own your own home? Do you own any other assets?
How would you support yourself/ your family if faced with serious illness or death?
Our trusted advisors can help you consider every aspect of your lifestyle and safeguard everything that is important to you. The right comprehensive insurance plan customized for you by our team at Latitude Wealth will protect all that you hold dear
Personal Insurance is meant to protect your health, your family, your lifestyle, and your assets. Working with you we aim to design a comprehensive insurance plan to ensure you can rest easy knowing that all you have worked for is secure. Let’s first discuss the types of policies we consider:
Life Insurance: A life insurance policy is a contract between an insuring entity and a policyholder. In exchange for premiums paid by the policyholder, the insurer pays out the policy to beneficiaries when the insured person dies.
Critical Illness Insurance: Critical care coverage is a policy that pays out in a lump sum upon diagnosis of an illness from a predetermined list. It is meant to cover health care or personal costs occurring due to illness.
Disability Insurance: A disability policy is meant to replace all or a portion of your income if you become unable to work due to illness or injury. Amount and duration of payments vary by policy.
Health and Dental Insurance: A health and dental policy can provide coverage for you and your family for expenses not covered by your provincial health care plan. This may include medications, dental care, vision care, and certain emergency medical services.
Get to know each other
Our commitment to every customer is to take the time to get to know you and find out what is right for you and your needs.
By taking the time to understand your unique objectives and situation, we will analyze your goals and explore every option to devise a tailored plan that fits your needs. Gain the peace of mind that comes with knowing things are taken care of.
We will meet again to discuss all available options, and then walk you through a plan to ensure it meets your individual goals and objectives.
Approval & Implementaion
We will be with you every step of the way to ensure that you make informed decisions and can achieve your financial goals.
Couldn’t be more happy with how Ryan has looked after our whole family’s insurance, and the recommendations made that have put or family in the best possible situation insurance wise.
Knowing that Ryan has our best interests at heart and seeing how and what he does to make sure my family is looked after is priceless.