High Net Worth Insurance Brokers

Your most valuable asset is time. Do not waste it comparing insurance providers. At IFA.tax, we do all the heavy lifting for you by providing you with a suite of comprehensive and personalized insurance solutions designed to save you time, money and taxes.

High Net Worth Insurance Brokers

Private Client Division

In addition to our daily insurance services, our Private Client Division concentrates on providing enhanced customer experience and insurance coverage to high net worth clients. Our highly trained brokers just deal with insurance provider who specialize in supplying exceptional insurance coverage products to high net worth individuals and comprehend the uniqueness of your wealth and estate preparation requirements.

Tax-efficient techniques for high-net-worth indviduals

Planning is vital for HNW financiers. Here`s how tax and insurance methods can ensure your wealth is preserved for future generations.

High net worth individuals deal with a different set of financial difficulties and opportunities than most other Canadians. Typically, their concerns are less about funding their lifestyle in retirement and more about how to secure and grow their wealth and pass it on to the next generation.

Family Office

We comprehend that financially successful households need a team of service companies who can use expert guidance and guidance. Having one point of contact and utilizing a single broker is ideal when communicating, managing, and mitigating family danger.

We have the abilities and resources to put together a complex series of protections and risk management services. Having strong underwriting relationships with leading specialty carriers ensures you’ll receive maximum protection for your particular direct exposures.

Our personal danger management insurance coverage methods and claims advocacy are leaders in their field and offer:

  • A dedicated account executive that is your individual supporter
  • Tailored coverage to fulfill your requirements
  • Privacy guaranteed through privacy contracts
  • Leverage with greatest rated providers
  • International capabilities making sure professional understanding
  • Insurance coverage portfolio simplification and administration

Life Insurance

Insurance is a tax-efficient method to make sure wealth is passed from the estate to beneficiaries. That`s why HNW individuals often rely on insurance to pass on wealth even more than typical Canadians. The secret is to minimize the financial effect and transfer as much cash as possible in a organized and structured way.

Concierge service

Nevertheless complicated your financial plans or however distinct your exposure, our team will proactively address your requirements and deliver a service that surpasses expectations.

Insurance Carriers

  • Manulife Financial
  • Canada Life
  • Sun Life
  • RBC Insurance
  • BMO Insurance
  • Canada Protection Plan (CPP)
  • Industrial Alliance
  • Ivari
  • Equitable Life
  • Empire Life

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