Custom Insurance Services

Discover how our tailored insurance solutions can transform your financial future and help you achieve your goals.

Tailored insurance strategies

Our tailored insurance strategies are designed to meet the unique needs of each client, providing personalized solutions and expert guidance necessary to secure and enhance your financial future.

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Corporate Life Insurance

Get access to corporate-owned and holding company-owned life insurance solutions. Discover how these strategic policies can provide premium financial security and enhance your company's asset management.

Professional Life Insurance

Unlock the potential of life insurance for your professional corporation. Discover tailored policies that offer financial protection and strategic benefits, ensuring your business's continued growth and stability.

Estate Bond

Explore the Estate Bond concept and secure your legacy. Our expert solutions provide tax-efficient wealth transfer and asset protection, ensuring your estate benefits future generations with maximum financial efficiency.

Capital Dividend Account

Maximize the benefits of your Capital Dividend Account with strategic life insurance solutions. Discover how these policies can enhance tax efficiency and provide significant financial advantages for your business and shareholders.

Term Life Insurance

Unlock long-term security by converting your term life insurance to a permanent policy. Discover how this strategic move provides lifelong coverage, builds cash value, and ensures lasting peace of mind.

Estate Planning

Ensure your legacy is protected and your assets are distributed according to your wishes.
Our expert guidance provides peace of mind and maximizes the benefits for your beneficiaries.

Farm Life Insurance

Secure the future of your farm with life insurance tailored for farm estate planning. Our expert solutions help navigate taxation challenges, ensuring your farm remains a valuable legacy for generations to come. Maximize your estate's value and protect your family's heritage.

Farm Assets

Ensure a fair division of farm assets with life insurance solutions. Our tailored policies help balance inheritances, providing financial equity among heirs while preserving the integrity and continuity of your farm operations. Secure your family's future with thoughtful planning.

Final Estate Protection

Optimize your estate planning with Last to Die life insurance. Our strategic solutions ensure that your estate is preserved and transferred efficiently to your heirs, minimizing tax burdens and maximizing financial benefits for your loved ones. Secure your legacy with confidence.

Estate Freeze

Safeguard the future of your business with an Estate Freeze using insurance.

Our tailored solutions help minimize tax liabilities and preserve the value of your assets, ensuring a smooth transition to the next generation. Protect your family's wealth and secure your legacy for years to come.

Funding Life Insurance

Enhance your financial strategy by funding life insurance from your RRSP or RRIF. This innovative solution leverages your retirement savings to secure comprehensive coverage, ensuring financial stability for your beneficiaries. Maximize tax efficiency and optimize your estate planning with this strategic approach. Secure your legacy with confidence.

Charitable Giving

Enhance your charitable giving with new or existing life insurance. Our strategic solutions allow you to leverage life insurance policies to maximize your philanthropic impact, ensuring your legacy benefits the causes you care about most. Minimize tax burdens and create a lasting charitable contribution with confidence. Secure your philanthropic legacy .

Insurance Strategy

Unlock the full potential of your financial future with a personalized insurance strategy.

Working with William (Bill) Craven, a seasoned insurance advisor at Investia Financial Services Inc., you’ll receive expert guidance tailored to your unique goals and circumstances.

Bill’s comprehensive approach ensures you benefit from strategic insurance solutions that provide robust protection and financial security. Trust in his expertise to secure your financial stability and achieve your long-term objectives.

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Buy/Sell Agreements

Optimize your business continuity with life insurance for Buy-Sell agreements. Our strategic solutions ensure that ownership transitions smoothly and equitably in the event of a partner’s departure or death. Minimize financial disruptions and protect your business’s future with confidence. Secure your company's stability with comprehensive planning.

Disability Insurance

Ensure business continuity with disability insurance for Buy-Sell agreements. Our strategic solutions provide financial security and smooth ownership transitions if a partner becomes disabled. Minimize disruptions and protect your company's future with confidence. Secure your business stability with comprehensive planning.

Wage Loss Replacement

Optimize employee benefits with a Wage Loss Replacement Plan. Our strategic solutions provide income security for employees during periods of disability, ensuring financial stability. Enhance your benefits package and support your workforce with confidence. Secure your team's future with comprehensive planning.

Key Man Insurance

Protect your business with Key Man Insurance. Our strategic solutions safeguard your company against the financial impact of losing a vital team member, ensuring continuity and stability. Minimize risks and secure your business’s future with confidence. Invest in comprehensive planning for peace of mind.

Disability Insurance Top Up

Enhance your executive benefits with Disability Insurance “Top Up.” Our strategic solutions provide additional income security for executives during periods of disability, ensuring they maintain their lifestyle and financial stability. Support your leadership team with comprehensive coverage and confidence. Secure your executives’ futures with tailored planning.

Medical Students

Secure your future with Medical School Disability Insurance Programs. Our strategic solutions provide medical students with essential income protection during periods of disability, ensuring financial stability as you pursue your career. Invest in your peace of mind and safeguard your professional journey with confidence. Be prepared for tomorrow .

New Grad Insurance

Secure your financial future with New Grad Disability Insurance Programs. Our strategic solutions offer recent graduates essential income protection during periods of disability, ensuring a smooth transition into your professional career. Invest in peace of mind and safeguard your future with confidence. Start your journey with comprehensive coverage today.

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