AdviseMe Services

Secure your assets and loved ones with our specialized life insurance products. Our tailored solutions are crafted to protect the most important things in your life, empower your succession strategies, and even have the ability to deliver benefits while you're still alive. Trust us to safeguard your financial future and provide you with the peace of mind you deserve.

In today's uncertain world, a sudden illness or disability can significantly affect your financial stability. Critical Illness and Disability Insurance offers a crucial safety net, helping to protect you and your loved ones from the financial burdens that can arise from serious medical conditions or loss of income due to disability. With the right coverage, you can focus on recovery and well-being, knowing that your financial future is safeguarded. Don't wait for the unexpected; secure your peace of mind today.

Travel insurance is essential for any journey, providing peace of mind and financial protection against unexpected events. Whether it's a canceled flight, medical emergencies, or lost luggage, having travel insurance ensures you're covered when things don't go as planned. Don't leave your adventures to chance—invest in travel insurance before you embark on your next trip. Stay safe and enjoy your travels with confidence!

Attract, retain, and support yourself and your employees with Group Benefits and Health Spending Accounts (HSAs) - Flexible, cost-effective solutions that prioritize the well-being of your workforce. Offering  a robust benefits package not only enhances employee satisfaction but also improves productivity and loyalty.

Segregated funds offer investors a unique blend of growth potential and security. With the protection of capital against market volatility these funds provide peace of mind while still allowing for investment growth. Additionally, they come with insurance benefits, including potential creditor protection maturity and death benefit guarantees, as well as ability to pass outside of probate during estate planning. 

Being an AdviseMe client means more than just getting products in place to support a financial goal. It provides access to free and ongoing support with developing strategies and keeping up with the financial world to ensure you are staying on the right track.