“The future has a way of arriving unannounced.”
You have worked hard to accumulate your assets, so it’s important that you take precautions to protect them from the various risks that are a part of life. Through the use of insurance strategies, we can help you preserve your wealth during your lifetime, and protect the value of your estate for your family and other beneficiaries.

Insurance Solutions can include:
  • Estate Creation and Preservation
  • Tax Minimization
  • Estate Maximization on Protection 
  • Income Enhancement
James Kopp, Estate Planning Specialist
James employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, James will partner with your other professional advisors in the development of appropriate solutions. 

James can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, James has access to insurance solutions from the top-ranked insurance providers in Canada.

James began his career in the insurance industry in 1998 and is an expert in his field. He is pursuing several professional financial services designations.