SecurePlan Insurance Solutions

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SecurePlan Insurance Solutions My goal is to help you make an easy and informed decision when it comes to buying insurance to help WHY INSURANCE? Insurance can help. WHO I WORK WITH?

HOW I HELP: Looking to better understand how insurance can help during challenging times or with estate planning? There is not a one size fits all solution when it comes to insurance and ultimately it should be you who decides which coverage is best for you, your family and your business. It's my job to help you clearly understand what your options are so you can make an easy and informed decision when it comes to buying insurance. WHAT I DO: Being an insurance broker with strong relationships at most of the major insurance carriers, I am confident that you are in great hands when I am on your side. I can help you navigate the market to ensure that you obtain the best possible coverage and price for your situation. Are you concerned how an injury, illness or death would impact your family or business? Looking at a way to efficiently transfer wealth or cover estate taxes? Since 2006, I've helped hundreds of professionals and business owners see the value of insurance, understand their own needs and implement the coverage that makes the most sense for them. FREE CONSULTATION: After understanding your situation, I will provide you with a customized plan allowing you to make an informed decision on what's best for you both today and tomorrow.

Did you know you can have more than one life insurance policy? Your financial needs can change over time - and your insu...
10/07/2026

Did you know you can have more than one life insurance policy?

Your financial needs can change over time - and your insurance coverage can be structured to change with them.

You might use one policy for income protection, another for your mortgage, and permanent coverage for longer-term goals like estate planning.

But is having multiple policies right for you? And should you ever replace an existing policy?

I break down how multiple policies can work, when they may make sense, and what to consider before making a change.

Read the full blog to learn more 👇
https://secureplan.ca/can-you-have-more-than-one-life-insurance-policy-in-canada/

Can you have multiple life insurance policies in Canada? Learn how combining term and whole life insurance can help protect your family, mortgage, business, and estate.

Big thanks to Ed for this review! I really appreciate the kind words. My goal is always to make sure clients feel suppor...
10/05/2026

Big thanks to Ed for this review! I really appreciate the kind words. My goal is always to make sure clients feel supported, informed, and comfortable with the decisions they’re making. Thank you again for trusting me with this.

If you have worked with us before, please leave your own Google review!

Or book a free consultation today at secureplan.ca!

A life insurance broker does more than find you a quote.From comparing insurers to understanding coverage options, under...
09/29/2026

A life insurance broker does more than find you a quote.

From comparing insurers to understanding coverage options, underwriting, and how much protection you actually need, a broker can help you find a policy that fits your life - not a one-size-fits-all solution.

The right coverage starts with understanding your options.

Want to know what a broker can really do for you? Read the full guide 👇
https://secureplan.ca/what-does-a-life-insurance-broker-do-a-canadian-consumers-guide/

Learn what a life insurance broker does in Canada, how brokers are paid, how they compare insurance companies, and whether using a life insurance brokerage is right for you.

Think your health and dental coverage is only important when something goes wrong? 👀Prescription drugs, dental care, vis...
09/25/2026

Think your health and dental coverage is only important when something goes wrong? 👀

Prescription drugs, dental care, vision, paramedical services and other health expenses can add up quickly - especially when you don’t have coverage through work.

The right personal health and dental plan can help fill those gaps and give you coverage that fits your needs and budget.

Our goal isn’t to put everyone into the same plan. It’s about helping you understand your options and find coverage that makes sense for you.

👉 Learn more about personal health & dental insurance plans and what to consider when choosing coverage: secureplan.ca/services/personal-health-dental-insurance-plans/

How much life insurance do you actually need? It’s probably not the number you think 👀There’s no magic formula that work...
09/15/2026

How much life insurance do you actually need? It’s probably not the number you think 👀

There’s no magic formula that works for everyone.

Your ideal coverage depends on things like your income, mortgage, debts, family, savings and future goals.

The goal isn’t to buy more insurance. It’s to find the right coverage for your situation - at a price that makes sense.

And as your life changes, your coverage may need to change with it.

We’re here to help you understand your options, compare what’s available and find coverage that fits your needs - without the pressure.

👇 Read our guide to learn more and get in touch for a free, no-obligation consultation.

https://secureplan.ca/how-much-life-insurance-do-i-need-a-canadian-guide-for-every-stage-of-life/

Wondering how much life insurance you need? Learn how Canadians can determine the right amount of life insurance based on age, income, debt, family responsibilities, and financial goals.

09/03/2026

Insurance isn’t about choosing the most coverage - it’s about choosing the right coverage for you.

I believe the best insurance decisions come from understanding your options, asking questions, and having the information you need to make a confident choice - without pressure.

My goal is simple: educate first, recommend second. Because when you understand your coverage, you can feel confident that it fits your needs, your priorities, and your future.

Get in touch today at secureplan.ca

More insurance coverage isn’t always better 👀When it comes to disability insurance, there can be a trade-off between hig...
09/01/2026

More insurance coverage isn’t always better 👀

When it comes to disability insurance, there can be a trade-off between higher coverage today and more certainty about your benefits in the future.

RBC’s A670 and A707GIO options illustrate why the details of your policy matter — especially if you already have Group LTD coverage.

As your broker, I’m here to help you understand your options and choose coverage that fits your situation.

👉 Read the full blog to learn more:
https://secureplan.ca/rbc-a670-vs-a707gio-insurance-choosing-between-higher-coverage-and-more-certainty/

When you already have Group Long-Term Disability coverage, RBC may allow us to structure your individual disability insurance in one of two ways.

What if a serious illness affected more than just your health?Critical Illness Insurance can provide a tax-free lump-sum...
08/29/2026

What if a serious illness affected more than just your health?

Critical Illness Insurance can provide a tax-free lump-sum benefit if you're diagnosed with a covered illness, giving you financial flexibility when you need it most.

Whether it's covering expenses, replacing lost income, or giving you time to focus on recovery, the right coverage can make a difference.

Insurance isn't one-size-fits-all. Let's look at your needs and see what makes sense for you.

Learn more at https://secureplan.ca/services/critical-illness-insurance and get in touch for a free, no-obligation consultation.

Reviews like this mean a lot to me! 🧡 I believe insurance should feel less complicated and more personal. I’m here to ma...
08/28/2026

Reviews like this mean a lot to me! 🧡 I believe insurance should feel less complicated and more personal. I’m here to make sure you understand your options, feel confident in your coverage, and have a plan that fits your needs - both today and as life changes.

If you have worked with us before, please leave your own Google review!

And to book a free, no-obligation consultation, please visit secureplan.ca today.

For incorporated business owners, the Capital Dividend Account (CDA) can be a powerful but often overlooked tax-planning...
08/17/2026

For incorporated business owners, the Capital Dividend Account (CDA) can be a powerful but often overlooked tax-planning tool.

A CDA can allow certain amounts to be paid from a corporation to Canadian-resident shareholders as tax-free capital dividends. It can be particularly valuable when combined with corporate-owned life insurance and thoughtful estate planning.

The rules are technical, and there are important CRA requirements to get right. But understanding how a CDA works could make a significant difference in how efficiently you preserve and transfer the wealth you've built.

I wrote this guide to help Canadian business owners understand what a CDA is, how it works, and where it may fit into their overall financial and estate planning strategy.

Read the full article to learn more: https://secureplan.ca/what-is-a-capital-dividend-account-cda-a-guide-for-canadian-business-owners/

If you have questions, please get in touch!

Learn what a Capital Dividend Account (CDA) is, how it works, and why it is one of the most valuable tax-planning tools available to Canadian private corporations.

Address

Grimsby, ON

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12894551492

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