Patti Stoddard

Insurance Agent, BBA, M.Litt

 
Patti Stoddard

About Me

Living through the global pandemic made me reflect on what is important to me; my family and my health. So after 10 years of working for big corporations in the Financial Industry in Toronto (RBC), Singapore (Bloomberg), and Bangkok (Citibank) I left my job as the Head of Engagement Marketing at RBC Ventures to become an independent Insurance Agent. Being independent allows me to bring the best products and services from across Canadian institutions to help families manage risk and become more resilient.

As a parent, I know that life is hectic and the list of to-dos can get overwhelming. My mission is to give other parents peace of mind that they have the right insurance and investment tools that will take care of the family needs today and in the future.


 

My Services

 
Investment Planning

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

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.

A father kissing his toddler child's cheek while holding him

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

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