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Insurance-based solutions
Protecting and enhancing your wealth
- When most people think of insurance, they think about life, home and auto insurance.
- But insurance-based strategies can also help you:
- Protect your wealth
- Enhance your income
- Transfer your wealth in a tax-efficient manner to the next generation
- Insurance services are available through our wholly owned subsidiary, RBC DS Financial Services Inc.
- Richard Todd our Insurance Specialists will work together with Trevor to help you identify any opportunities to enhance or protect your wealth with insurance-based strategies.
- Products and services are available from Canada’s leading insurance companies, including RBC Insurance, Manulife Financial, Sun Life Financial, Canada Life Assurance, Standard Life, AIG Life, Industrial Alliance and Transamerica Life Canada.
- Products include individual and group life, health, living benefits, annuities, segregated funds and deposit products.
- Enhancing income: Insured Retirement Plan (IRP)
- Enhancing income: Retirement Compensation Arrangement (RCA)
- Enhancing income: Insured Annuities
- Transferring wealth: tax-exempt insurance
- Transferring wealth: Tax Protector
- Transferring wealth: Charitable giving
- Wealth protection: Long-term care insurance
- Wealth protection: Critical illness insurance
- Wealth protection: Disability insurance
- Wealth protection: Creditor protection
- Wealth protection: Segregated funds
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