Life Insurance can play an important role in helping you meet your estate and financial planning goals.
Strategies of interest for possible discussions with Tom:
Retirement Planning
Build your nest egg, protect your savings and maximize your income with strategies and solutions designed for each stage of your life.
Business Planning
Protect your business through business succession planning, executive life insurance, key person insurance and more.
Estate Planning
Protect your estate's assets and maximize the wealth you pass on through key insurance strategies.
The Role of Insurance in Your Financial/Estate Plan
See how insurance can be used effectively as part of a financial or estate plan to benefit both individuals and businesses.
Meet our Life Insurance Specialist, Jason Lewis.
Estate Planning Specialist
Jason Lewis, BBA, is a valuable member of your advisor's team, helping you create and preserve your wealth.
Jason began his career in the in the insurance industry in 1996 when he graduated from the Universite de Moncton with a BBA in Finance and Economics. He joined RBC in 2006 after nine years with a leading Candadian insurer.
Jason works clolsely with advisors to integrate insurance into their practice and speaks regularly at client seminars and special events within the community. He works closely with clients' accounting and legal advisors to insure proper proposals meet clients' needs.
Jason has his Bachelor of Vusiness Administration(BBA). He is currently pursuing his Certified Financial Planner designation and is a memeber of Advocts, which is the oldest and larfgest voluntary professional membership association of financial advisors and planners in Canada.
Comprehensive Insurance Planning
Working closely with your advisor, Jason employs a comprehensive process to assess you wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
Jason Lewis can focus on both personal and coporate insurance solutions to help increase your net worth, reduce impact of taxation and secure your wealth through a variety of life insurance, annuity, and living bnefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Jason evaluates various insurance offerings from Canada's top-ranked insurance providers.
Take the next step…talk to an advisor.
Our Investment Advisors are here to help recommend the solutions that are best for you. To learn more, please contact Tom Gribbons.
