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Peyson Insurance Services

Personal Insurance Services

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Critical Illness Insurance

You need critical illness insurance to protect you and your family from financial hardship if you suffer a severe illness or injury and cannot work.

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No Medical Life Insurance

If you have a pre-existing condition, you need no-medical life insurances to ensure your and your family's financial security.

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Disability Insurance

Having disability insurance is crucial to providing financial stability in the event of an unexcepted injury or illness.

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Life Insurance

You never know what's going to happen. If something unexpected happens, you need life insurance to protect your family and loved ones.

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Individual Health Benefits

If you're self-employed, retired, between jobs, or just need extra coverage, you need individual health benefits.

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Group Benefits

If you want to build a culture of trust, stability and loyalty in your company, you need group health and retirement benefits for your staff.

Financial Management Services

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Professional Corporations

Your professional corporation needs a financial strategy to ensure growth and success and meet your long-term goals.

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Private Corporation

You need a solid financial strategy for your private corporation to help you define what success looks like and how to get there.

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Retirement Planning

You need a retirement plan for your golden years that will ensure your finances are secure and you can live the life you want.

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Portfolio Analysis

You need a portfolio analysis so that you can make informed decisions about your investments and build a stable future for yourself.

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Retirement Projections

You need a retirement projection to help you determine when to start saving for retirement and how you can reach your goals faster.

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Wealth Check-Up

You need a wealth check-up to make sure that your finances are working hard for you instead of against you.

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Estate Planning

You need an estate plan to ensure that your wishes are carried out and your ones will be taken care of the way you want them to be.

Investment Services

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Segregated Funds

If you want to get more out of your money and are looking for a smart, safe, secure way to invest, you need segregated funds.

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Mutual Funds

If you want to benefit from portfolio diversification, professional management and tax efficiency, you need to invest in mutual funds.

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RRSP, RESP, RDSP, TFSA

If you want to make the most of your savings and investments and enjoy tax benefits, you need an RRSP, RESP, RDSP or a TSFA.

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GIO, LIRA

If you're looking to save for retirement and get a better return on your hard-earned money, you need a GIO or a LIRA.

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Individual Pension Plan

If you're self-employed or work for a small company and don't have access to a workplace pension plan, you need an individual pension plan.

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Pension Transfer

Transferring your group pension to a private pension can be a big one. You need someone experienced in pension transfers to facilitate it.