Building a road map towards financial independence and goal achievement
Building a road map towards financial independence and goal achievement
What We Do
Protection From Life's Uncertainties
Protection From Life's Uncertainties
Protection From Life's Uncertainties
We have years of insurance experience helping clients prepare for the unknown. Ask us about:
- Life Insurance
- Disability Income Replacement
- Critical Illness
- Mortgage and Loan Protection
- Health and Dental
- Long Term Care
- Accident
- Travel
- Business Needs
- Employee Programs
- More...
We can access many different insurance products from Canada's leading insur
We have years of insurance experience helping clients prepare for the unknown. Ask us about:
- Life Insurance
- Disability Income Replacement
- Critical Illness
- Mortgage and Loan Protection
- Health and Dental
- Long Term Care
- Accident
- Travel
- Business Needs
- Employee Programs
- More...
We can access many different insurance products from Canada's leading insurance companies so you can get the right product, at the right price for you. With one call to us you can have the leading
Build Wealth Through Investing
Protection From Life's Uncertainties
Protection From Life's Uncertainties
Six Principles to Investment Success
1. Start today.
2. Use tax shelters! Take advantage of Government Programs to receive tax deductions, tax sheltered growth, and grants. The four most basic ones available are:
► RRSP (Registered Retirement Savings Program)
► TFSA (Tax Free Savings Account)
► RESP (Registered Education Savings Progra
Six Principles to Investment Success
1. Start today.
2. Use tax shelters! Take advantage of Government Programs to receive tax deductions, tax sheltered growth, and grants. The four most basic ones available are:
► RRSP (Registered Retirement Savings Program)
► TFSA (Tax Free Savings Account)
► RESP (Registered Education Savings Program)
► Cash Value component of permanent life insurance policies
3. Understand risk
4. Diversify
5. Match your investment portfolio to your risk profile
6. Rebalance
Building Relationships
Protection From Life's Uncertainties
Building Relationships
Everyone has different insurance and investment needs. Call us today for a personalized Business or Individual assessment and find out how we can help protect your hard-won assets.
If we can't help you we will gladly direct you to one of our valued and trusted network of professionals who may.
About Us
Since 1979, Newell Insurance has been helping individuals, families, business owners and professionals with their Risk Management and Wealth Creation/Preservation Strategies.
Newell Insurance has a long standing relationships with the country's largest financial services providers- this gives our clients access to large breadth of leading Canadian and International Companies. Through these relationships, our clients benefit from a team of Tax Consultants, Trust and Estate Experts, Legal and Accounting Professionals, Actuaries and more.
Contact us today to learn how a coordinated and strategic approach to insurance and investments can make a difference for you today, and years to come.
Assocations
Newell Insurance has been Northern Ontario's exclusive representative for many prestigious organizations such as;
- CBIA/Lawyers Financial @ www.lawyersfinancial.ca
- CPSA @ www.cpsa.com
- Engineers Canada @ www.engineerscanada.ca
We have also been instrumental in helping create many Affinity Programs for Unions and non-profit organizations.
Contact us to see how we can help your organization!
Business Planning
Are you a business owner or looking to start a new business?
- Need to attract or retain Key Employees ?
- Do you have a written plan for leaving the business to next generation?
- If you have other shareholders in your business, do you have a written agreement dealing with the death or disability of a shareholder? Do you have funding in place to guarantee that payment?
- Have you taken advantage of of the tax planning that is available to business owners to supplement their RRSP income at retirement?
- Has the death or disability of your most key employees been planned for? This often includes planning for the continunce of the business in the event of your death or disability.
Our clients work hard to build their wealth. They value our advice on how to protect that wealth. We have helped many business owners like you ensure that their plans for the future are realized.