Consulting services in insurance strategies

Clients with complex situations and substantial assets have unique needs and goals when it comes to insurance planning.

We leverage our legal, estate, tax, and financial planning expertise to ensure you can meet the needs of your affluent clients by identifying key planning opportunities and solutions. We help you close sales by showcasing compelling insurance solutions, supported by our proven sales concepts and powerful calculator tools.

How can we assist you?

• Specialist consultations: meetings with our experts to address your clients’ specific needs
• Advisory support: assistance with tax, financial planning and insurance advisory support
• Cover letter reviews: guidance on drafting and reviewing important documents
• Educational resources: access to key information in various formats to enhance your skills in serving high-net-worth clients

Our expertise

We are available for you if your clients are:

• Business owners and incorporated professionals with significant earnings
• Multigenerational high net worth family in need of wealth planning, family business succession, or business continuation strategies
• High-income earners who are in the pre-retirement phase and accumulating wealth

Eligibility criteria

A case qualifies when the premium or insurance amount meets or exceeds the following benchmarks:

Our process

1. Consult your regional sales director to discuss your client’s situation and review the case
2. After the review, your regional sales director will confirm whether the consulting services in insurance strategies team is required
3. Contact us and provide a detailed description of the case and any relevant information, including the following:

Our commitment

We aim to respond within three business days. After assessing the complexity of your case, our consulting services in insurance strategies team will arrange necessary meetings or communications with you, your client, and their professional advisory team. We will provide a plan for the case deliverables based on the assessment.

Our team

	Chau Tran Financial Security Advisor and Financial Planner with over 27 years of experience. Estate planning, planned giving and complex files specialist. Training in administration, securities and financial planning.
	Claudia Pilon Financial Security Advisor and Financial Planner with nearly 15 years of experience. A former entrepreneur, Claudia supports business owners and professionals.
	Alexandre Papale Senior Advisor, Advanced Markets Specialist. A lawyer by training (LL.B, AGD in business and tax law), Alexandre helps advisors implement personalized strategies for advanced markets.
	Marc-André Duhaime, F.Pl., C. Fisc., TEP. Manager, Expertise, Products and Advanced Markets with more than 30 years of experience in financial planning. Wealth Management and Life and Health Insurance strategies expert.
	Julia Ciobotaru, CPA, CGA Tax and advanced life insurance specialist with more than 25 years of experience in accounting and taxation. Julia uses a clear and practical approach to facilitate collaboration between accountants and advisors.
	Anthony (Tony) Markin, CPA, CA, FEA, PFA, TEP Tax and advanced life insurance specialist with more than 30 years of experience in wealth management and estate planning. Expert in tax strategies for high-net-worth clients.
	Mark Li, CFA, PFA, PFP, RRC, DMS Senior Financial Planning and Insurance Advisor with more than 14 years of experience. Recognized taxation author and trainer. Strategies specialist for business owners and high-net-worth clients.