INSURANCE AND
ESTATE PLANNING
PLANNING PROTECTS
The Lifestyle You've Worked Hard To Build
Our unique, full-service approach brings together the personal and professional services of a dedicated client manager and portfolio manager who work for you, not commissions or trading fees.
Feel confident knowing that the growth, protection, and management of your money is in capable and trustworthy hands.
Whether you are a business owner, director or an individual, there are many options available to help you protect your interests, personal assets and family wealth.
Life Insurance
Family Security
Ensure your family is financially secure for years to come, no matter what happens.
Disability Income
Lifestyle Protection
Know that your family’s lifestyle is protected if you can no longer work.
Long-Term Care
Living Care Protection
As you age, you may require care that isn’t covered by government health care. Planning for long-term care isn’t something you want to think about, but you’re worth the conversation.
Advanced Insurance For Your High Net Worth Needs
BRAEHEID partners and coordinates your needs with leading insurance industry professionals that specialize in:
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Business liability to luxury assets to personal home insurance
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Family Trusts
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Business onwer strategies
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Personal health plans to Group RRSPs
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Estate planning professionals and lawyers
Enjoy Today and Plan for Tomorrow!
I have more than a safety net, I have a solid financial plan!
I knew I needed to protect the lifestyle I’ve built—and my family, but I didn’t’ know what type of life insurance I needed or how much I needed. Braeheid Management helped me get the right coverage based on my specific priorities. I now have more than a safety net; I have a solid financial plan!
~ Kevin & Marie, Ontario