WEALTHinsurance.com
Insurance · Canada · 1-10 Employees
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Overview
Headquarters
600 Cochrane Dr 210, Markham, Ontario, L...Phone Number
(416) 364-2929Website
www.wealthinsurance.comRevenue
<$5 MillionIndustry
About WEALTHinsurance.com
WEALTHinsurance.com specializes in providing estate planning and insurance solutions tailored for business owners, entrepreneurs, professionals, and affluent families in Canada. With over 33 years of experience, the company offers services such as tax-exempt life insurance investments, retirement and financial planning, and corporate-owned life insurance. They are known for their high client retention rate and work closely with various financial professionals to deliver unique insurance products that help clients preserve their wealth and minimize taxes. The company aims to help clients create liquidity at the time of estate taxes, protect against sudden loss, and ensure their affairs are properly organized.Explore more
WEALTHinsurance.com Org Chart
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WEALTHinsurance.com Tech Stack
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WEALTHinsurance.com specializes in providing estate planning and insurance solutions tailored for business owners, entrepreneurs, professionals, and affluent families in Canada. With over 33 years of experience, the company offers services such as tax-exempt life insurance investments, retirement and financial planning, and corporate-owned life ins... Read More
