Currey Insurance and Investments

Currey Insurance and Investments Currey Insurance & Investments has been providing insurance and investment services in Ottawa since 1953.

Shane Currey is a Financial Advisor specializing in retirement and estate planning. Shane counsels and advises clients on how to invest and preserve their assets while minimizing tax consequences. In addition, he assists clients with another cornerstone of their financial plan which is the need for insurance as protection from an accident or illness. Currey Insurance is a brokerage that works with

most of the largest Insurance and Investment Companies across Canada in an attempt to provide the best rates and products to its clients. Specialties Include:

• Financial Planning
• Individual Life and Critical Illness Insurance (some may refer to as Mortgage Insurance)
• Corporate Life and Critical Illness Insurance
• Segregated Fund Policies
• Payout Annuities, RRSP’s, RIF's and LIF’s
• TFSA’s (Tax Free Savings Account)
• Individual Health and Dental Insurance
• Group Insurance
• Group Retirement Plans
• Investment (Leverage) Loans (Non-Registered, RRSP)

There are lots of options for tax-advantaged long-term investment strategies, and there are just a few in this article. ...
10/28/2021

There are lots of options for tax-advantaged long-term investment strategies, and there are just a few in this article. For advice that's specific to your needs, talk to a financial planner today! Call 613-733-3312 or email [email protected] to set up a meeting.

The bizarro world of pandemic personal finance brings us a question that gets asked very little in normal times: What to do after you’ve exhausted all the tax-sheltered savings opportunities?

Planning ahead is important to reduce stress around travel, and those considering air travel should consider increased f...
10/21/2021

Planning ahead is important to reduce stress around travel, and those considering air travel should consider increased flight costs as part of their budget. And don't forget your travel insurance! What are your holiday vacation plans?

Canadian airline ticket prices are bouncing back from their deep pandemic lows — and with Christmas around the corner consumers can expect sky high prices for the holidays.

For more information and free assistance with Estate Planning, contact us at 613-733-3312 or email shane@curreyinsurance...
10/14/2021

For more information and free assistance with Estate Planning, contact us at 613-733-3312 or email [email protected].

The online footprint of Canadians is getting deeper every day, from e-mail and Instagram posts to brokerage accounts and bitcoin wallets. Yet, when it comes to estate planning, these digital accounts often take a backseat.

Early budgeting for the holidays can help reduce the stress of the season and ensure you can cross everyone off your sho...
10/07/2021

Early budgeting for the holidays can help reduce the stress of the season and ensure you can cross everyone off your shopping list without breaking the bank. With delayed shipping all over the world, now is also a good time to think about where you need to send things and how to do it as early as possible!

Wasn’t it just summer? The holidays sneak up on us faster than the sudden emergence of pumpkin spice in September so it’s important to start planning for them now.

The recent Facebook platform outage showed just how fragile the Internet can be - and why it's a good idea to take a bre...
10/07/2021

The recent Facebook platform outage showed just how fragile the Internet can be - and why it's a good idea to take a break from it every once in a while.

The three pillars of Facebook crumbled Monday. Some users screamed, “Hallelujah!” Others realized how much of their social and personal connections rely on a big company’s servers.

The beginning of a new quarter is a good time to contact your financial planner for an update on your portfolio. How has...
09/30/2021

The beginning of a new quarter is a good time to contact your financial planner for an update on your portfolio. How has your life changed in the past year? Is your strategy still working and suiting your needs? For personalized (and free) advice, contact us at 613-733-3312 or email [email protected].

As we head deeper into the fall, it’s a good time for investors to make sure their portfolios have the right balance to meet mixed conditions head on, although figuring out precisely what to do isn’t easy.

Back-to-school season is upon us, so now is the time to ask about withdrawing from RESPs (or opening a new one)! For mor...
09/16/2021

Back-to-school season is upon us, so now is the time to ask about withdrawing from RESPs (or opening a new one)! For more information about this education savings vehicle, call 613-733-3312 and ask to talk to an RESP expert.

Paying for an education by using a registered education savings plan is very likely more difficult to understand than a course in astronautical engineering. RESPs are a great vehicle for education savings, but making withdrawals can be confusing. Here are some tips.

As this article states, there is no universal answer to this question. For personalized advice on your finances, get in ...
09/09/2021

As this article states, there is no universal answer to this question. For personalized advice on your finances, get in touch with a financial advisor at 613-733-3312 or [email protected].

Here's how to make the right choice for your extra disposable income.

If your kids are going into college this year, now is a good time to talk to your financial planer about withdrawing fro...
09/02/2021

If your kids are going into college this year, now is a good time to talk to your financial planer about withdrawing from RESPs and other assets for their tuition. It's also never too early to start planning for a young child's future - call 613-733-3312 to get personalized advice on saving for your family's education.

There are really five ways to pay for an education. Chances are that the right approach for you, or your student, will use more than one of these ideas. Planning ahead can reduce the stress that parents and students are feeling today. Let’s look at the options.

The ability to repair technology is one way we can lower electronic waste AND save money on upgrades or proprietary repa...
08/31/2021

The ability to repair technology is one way we can lower electronic waste AND save money on upgrades or proprietary repair specialists.

New legislation aims to provide more options for fixing our broken gadgets. A journey to fix two MacBooks illustrates the repair restrictions put in place by Apple and other big tech companies.

As vaccination numbers increase and many people return to full-time work, now is a great time to look at starting or rep...
08/26/2021

As vaccination numbers increase and many people return to full-time work, now is a great time to look at starting or replenishing your emergency fund. For more information on how to do this, or if you have questions about what savings vehicle to use, make an appointment with an advisor by calling 613-733-3312.

Amid the pandemic, many Canadians have learned the hard way about the importance of putting money away, just in case.

Only time will tell the impact that social distancing and remote work have had on us for the past year-and-a-half or so....
08/24/2021

Only time will tell the impact that social distancing and remote work have had on us for the past year-and-a-half or so. Could the office space be becoming a thing of the past? If you had the opportunity to work fully remotely, would you prefer that to returning to your old desk?

The longer that Covid-19 keeps people home, the harder it may be to get them back to offices, executives say.

Address

854 Bank Street, Suite 200
Ottawa, ON
K1S3W3

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Telephone

+16137333312

Website

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Currey Insurance is a brokerage that works with most of the largest Insurance and Investment Companies across Canada in an attempt to provide the best rates and products to its clients. Our advisors specialize in retirement and estate planning, counsel and advise clients on how to invest and preserve their assets while minimizing tax consequences. In addition, we assist clients with another cornerstone of their financial plan which is the need for insurance as protection from an accident or illness. Specialties Include: • Financial Planning • Individual Life and Critical Illness Insurance (some may refer to as Mortgage Insurance) • Corporate Life and Critical Illness Insurance • Segregated Fund Policies • Payout Annuities, RRSP’s, RIF's and LIF’s • TFSA’s (Tax Free Savings Account) • Individual Health and Dental Insurance • Group Insurance • Group Retirement Plans • Investment (Leverage) Loans (Non-Registered, RRSP)