INSURANCE PLANNING
If anything unexpected happens, you and your family should carry insurance to protect themselves. However, insurance offers more than just a safety net.
Security and Assurance
Insurance is sometimes connected with accidents or emergencies, but it can also protect against prospective financial failures and act as a viable investment option with large guarantees. It can give safety, lower the probability of future financial difficulties, and possibly offer tax breaks. Incorporating insurance into your overall wealth strategy is a wise decision.
Our Approach to Insurance Planning
Bitton & Associates are dual-licensed and can offer you insurance advice. They will conduct a full insurance study of your situation and assist you in determining the appropriate types of insurance solutions and coverage levels for your requirements.
Life insurance, health insurance, disability insurance, and critical illness insurance each serve unique purposes and provide specific advantages. By understanding their differences and benefits, you can make well-informed decisions that align with your individual needs and situation.
We can also review your existing plans to ensure you’re not overpaying or receiving more coverage than necessary.Remember that the goal is not simply to have insurance, but to have the appropriate insurance.
The Plans & Policies We Offer
Navigating the world of insurance can be challenging. Bitton & Associates is here to help you select the right insurance options and coverage levels tailored to your needs. It’s essential to understand the different types of life insurance available, such as term life insurance and permanent life insurance.Each has its own role. Depending on your objectives, you may require multiple types of insurance. Let us help you find the one that’s right for you
We provide exceptional wealth planning and investment management
Our Vision Is To Provide Peace Of Mind
And Prosperity To Canadians
Independence & Integrity
We are not obligated to any other financial institutions or third-party suppliers and are free to offer solutions that are most suited to our clients' specific requirements.
Excellence in Wealth Management
We strive to exceed our clients' expectations by offering exceptional service and expert guidance, which are critical to their pleasure.
Family & Long-Term Relationships
We consider our clients and colleagues to be family. Many of our customers have been with us for a long time, and we place a high emphasis on these connections.
Beyond The Numbers
True wealth goes beyond the boundaries of money and assets. It entails having a life that is meaningful which includes good health, strong relationships, freedom and purpose..