Patti Stoddard
Insurance Agent, BBA, M.Litt
My Services
Investments
-
Investment planning for families, career change, retirement, or generational wealth transfer. This includes but is not limited to, RESPs, RRSPs, RIFs, TFSAs, LIRA, LIFs.
-
Take advantage of creditor protection and tax benefits offered through segregated funds and annuities.
Insurance for Individuals
-
Find the life insurance product to meet your short-term and long-term needs. Whether it’s for income replacement for your family, to pay off mortgage or final expenses, or set aside for a charitable donation.
-
Find the right disability insurance that will form a part of your income replacement if you cannot work as a result of a disability.
-
Find the critical illness insurance that can help you protect your savings and assets in the event of a critical illness like, cancer, stroke, or heart attack.
-
If you’re an entrepreneur, self-employed, or retired getting personal health insurance is important. It could help protect you against big healthcare expenses.
-
Find an insurance plan that can help protect your business against unforeseeable risk. These plans include but are not limited to: disability business overhead expense insurance, business loan protection, disability buyout coverage, and key person coverage.
Insurance for Family
-
Find the insurance product to meet your family’s short-term and long-term needs. Whether it’s to make sure your family gets to keep the family home or allow them to maintain the same standard of living after you’re gone.
-
Sudden health care expenses can put added pressure on the family’s budget. Private family health insurance plans give you peace of mind that the family is covered for day-to-day health maintenance and medical emergencies.
-
Getting life insurance for your children while they’re young and healthy is a great way to set them up for future financial stability.
Get in Touch
pstoddard@investinsuregroup.com
(905) 479-7559 ext. 204