Navigating Your Financial Future Wealth Creation, Wealth Preservation, Wealth Transfer


Along with helping you build and manage your investments, I can help you choose insurance to help reduce financial risk to you and your family. I provide clients with unbiased insurance planning advice to help you make life's important financial decisions. I'll strive for your satisfaction throughout the life of your insurance policy.

Individual life insurance

Insurance can help you manage risk. But it also has many tax advantages. Together, we can decide which insurance products are right for you.

Whether you want to cover estate taxes or help maintain your family's lifestyle after you die, I can recommend life insurance to suit your needs. While you're living, some permanent life insurance policies can build a cash value you can draw upon as needed for personal or business opportunities.

Disability insurance

Your ability to earn an income is likely your most valuable asset. A disability insurance policy may help ensure you can meet your daily financial needs if you're unable to work. I offer disability insurance for professionals, business owners and employees.

Critical illness insurance

The chances of suffering from and surviving a critical illness are greater than you think. Critical illness insurance can help you meet the financial burdens caused by a critical illness or condition. It offers a one-time, lump-sum benefit you can use however you choose.

Health and dental insurance

To supplement your provincial government plan's coverage, I offer enhanced healthcare protection for actively employed individuals and their families and for people at or near retirement age.

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Navigating Your Financial Future Wealth Creation, Wealth Preservation, Wealth Transfer

Miles Rubinoff, CLU

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