Do you need an insurance product as part of your financial plan? Probably.
Do you need a complicated and expensive insurance product? Probably not.
Insurance doesn't have to be complicated.
There are three main reasons for insurance:
- To protect your income
- To protect your survivors
- For the efficient transfer of wealth
We believe you should only pay for what you really need.
When we recommend an insurance product it is part of a comprehensive financial plan.
If you need it, we help you get the right type at the right level. We never over-sell. It's that simple.
Insurance services are provided through IDC Worldsource Insurance Network Inc. (IDCWIN)
All non-securities related business conducted by John Booth or Mark Orr is not in the capacity of an employee or agent of ACPI and is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, estate planning service and tax planning/preparation service. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by John Booth or Mark Orr.