Our greatest asset is our ability to produce an income.
Hello, I’m Theresa.
I’m always asked what I do, but rarely asked why.
To me, the reason why has a shorter answer: adversity. I spent over 22 years as a rehabilitation practitioner observing the devastating effects and financial constraints of an accident or illness. After experiencing a different perspective of the same thing through my own family’s tragedy, I made a decision to help prevent others from being in the same situation we were in. I want to educate people and help them put proper support systems in place if anything should ever happen to them or their loved ones. read more…
Prepare, instead of repair for when it does!
What are living benefits? Not your avaerage insurance policy
Imagine for a moment that you’re lying in a hospital bed still reeling from the shock and aftermath from a horrific car accident. Your body feels cemented to the bed, and you keep replaying the final images before the crash. Your mind is racing will I ever walk again? How long will I be unable to work? How will I pay for the medical expenses that my health insurance doesn’t cover? How long will my savings last? Will we lose the house? How will I care for my children? At a time when you need to be focusing on your recovery, you’re worrying about money instead. Now, imagine at that moment your insurance agent walks into your hospital room. Not only are you handed a get-well card, but also a cheque. It’s made out in your name, for several thousands of dollars! Is this real? Instantly, the burden is lifted! Suddenly, all financial stress is removed from the equation. You can turn your focus to getting better and getting back on your feet, knowing your family will not suffer from this horrific experience!
I never would have thought that morning I kissed my husband goodbye before work, that day would have ended with him in the hospital from such tragedy. He was t-boned by a drunk driver and left with multiple injuries, including a broken neck. Our financial state turned into a nightmare, despite the face that we had insurance. We had no idea there were so many gaps in our policy, you won’t believe the one underlying reason that we didn’t receive compensation after the accident.
How are we different?
Canada & USA
Individual & family plans
No waiting periods
Pays in addition to any other insurance
When invesment contingencies occur, I can arrange timely decisions on your behalf.
Disciplined Investment Approach
The investment agreement we’ve arranged, establishes how your wealth will be managed.
Your personal portfolio is constantly managed to ensure your financial goals will be achieved.
Leave the elbow grease to me and spend more time with yourself or your family.
How well do you know your coverage? Book your complimentary needs assessment today!
Over the years, I have had the privilege of having relationships that helped shape me into the person I am today. As I continue my journey in the pursuit of excellence, I look forward to sharing the lessons I am learning – and finding ways to add value to my readers as I work towards […]