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Patrick Taylor
Kathryn Carver
Debbie Fernandes

Tel: 416-359-5432

1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Insurance & Estate Planning

Financial planning can help identify certain risks and opportunities. We help our clients have simple and important conversations about traditional and non-traditional definitions of risk and whether these risks have been appropriately accommodated for. Whether the goal is to protect one’s lifestyle against a known risk now, or protect assets from potential tax liabilities in the future, insurance can be an incredibly effective planning tool.