Protecting Your Financial Security for Unexpected Events

If you suffer an unexpected illness or injury, insurance policies can help you remain financially stable to provide for yourself and your family. At Charter Wealth Management Inc., we completely understand this concern that many of our clients have. Our firm offers numerous critical illness and disability insurance policy products that are designed to keep you and your loved ones protected and give you peace of mind.

Our insurance products include:

  • Critical illness insurance policies, which include terms ranging from 10 years to life and pays you a lump-sum benefit if you are diagnosed with a serious medical condition and survive the diagnosis for at least 30 days
  • Disability insurance policies, which include income replacement and business overhead expenses to help professionals and self-employed individuals replace lost income suffered from an illness or injury
  • In addition to offering insurance, we also offer financial planning services to our clients in Alberta, BC and Nova Scotia to ensure that they own the right protection for their loved ones.