1700 Langstaff Road,
Suite 1001, Concord,
ON, L4K 3S3

Please contact me if you'd like to meet & discuss your financial goals and needs.

416 849 2931

416 454 5142

Life Stages

I want to understand your needs, recognizing they may change as you proceed through life's stages.

Early Career

As you start your career, you may want to:

 
  • Purchase life and disability insurance to cover your income or protect your ability to earn an income
  • Purchase term life insurance or critical illness insurance as a cost-effective way to cover an outstanding mortgage or debt
  • Purchase health and dental insurance coverage if your employer does not offer a group benefits plan
     

Family

Having children changes your life and your needs. Now is a good time to:

 
 

 

  • Review your financial security plan
  • Plan for your children's education with options such as a registered education savings plan (RESP)
     

Business Owner

If you own your own business, you may want to:

 
 

 

  • Buy insurance to help cover outstanding business loans or mortgages if you die or suffer from critical illness
  • Purchase a health and dental insurance plan
  • Consider group insurance options for your employees
     

Retirement

If you are retired or plan to retire soon:

 
 

 

  • Insurance can help supplement your income and can help you leave a legacy
  • Health and dental insurance coverage can take over if your benefits through your employer end upon retirement
     

 

Do you know

what you need to be saving &
earning to retire comfortably?

Read More

Investing and Protection

what your needs are before you need it?

Read More

Latest News

When is the last time you reviewed your Financial Plans?

Posted by Miles Rubinoff on 11 May 2016
When is the last time you reviewed your Financial Plans?
  When was the last time you reviewed your Financial Plans, Insurance bought years ago, Investments old and new money. If you don&...
Posted in: Insurance  

"Finding Money Through Cash Flow Analysis".

Posted by Miles Rubinoff on 10 May 2016
"Finding Money Through Cash Flow Analysis".
Working with clients it is easy to learn the wishes they have but often times the money has not been available to fund their wishes right away. Usi...
Posted in: Insurance  

Do you have the right coverage you need?

Posted by Miles Rubinoff on 5 April 2016
Do you have the right coverage you need?
Do you know what coverage you have and when you last reviewed it? Do you know what coverage you need and the various types to cover you, bef...
Posted in: Insurance  
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Miles Rubinoff, CLU

Please contact me if you'd like to meet
& discuss your financial goals and needs.

1700 Langstaff Road, Suite 1001
Concord, ON
L4K 3S3

Phone: 416 849 2931

Cell: 416 454 5142

Brash Associations

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