Individual Benefits

At Canoe, we will help you to reach your financial goals, protect your family, and preserve your lifestyle. With expertise in investment and insurance planning, we have developed unique processes to help you establish and achieve your personal and financial objectives.

Contact us to learn more about:

  • Personal financial planning
  • Life insurance
  • Retirement planning
  • Income replacement
  • Critical illness coverage
  • Estate planning
  • Tax-efficient investment planning
  • Education funding
  • Business insurance planning
  • Key-man insurance
  • Shareholder / buy-sell insurance
  • Collateral insurance for business loans

Our individual financial planners have achieved and maintain internationally recognized standards of knowledge, skills, abilities, and ethics. The Certified Financial Planning (CFP) designation provides assurance that your financial future rests with an appropriately qualified professional who will put your interests ahead of their own.

Disability

At Canoe, we focus on combining traditional group disability coverage with individual disability plans. This strategy effectively safeguards against dramatic long-term disability (LTD) premium increases and also ensures that high-income earners are adequately covered. These plans are especially attractive to employers and employees alike as coverage can be offered without providing medical evidence.

Talk to an expert

Not sure where to start? Let us help you!