Services
Whether you need family protection, health coverage, corporate planning, or investment contracts with insurance features—we help you understand options and choose well.
Life insurance
Universal Life · Participating / dividend
Financial protection for the people who depend on you—covering family obligations, estate planning, and longer-term needs. We help with Universal Life (UL) and participating (dividend) products among other options.
Learn moreCritical illness
A lump sum when it matters most
Critical illness (CI) insurance typically pays a lump sum if you are diagnosed with a covered condition (subject to policy terms)—so you can focus on recovery, not only finances.
Learn moreHealth insurance
Personal and family health protection
Health-related coverage that can help with costs such as prescriptions, dental, vision, and hospital-related expenses (product and provincial rules apply).
Learn moreCorporate-owned insurance
Protection for business owners
Insurance owned by a corporation can support key-person risk, buy-sell funding, and broader business continuity discussions (coordinate with your accountant and lawyer).
Learn moreSegregated funds
Investment contracts with insurance features
Segregated funds are insurer investment contracts that may include maturity/death guarantees, beneficiary designations, and creditor-protection considerations (contract and jurisdiction dependent).
Learn moreTravel insurance
Bridging today · securing every journey
Coverage concepts for leisure, study, business, and visiting family—emergency medical, trip cancellation/interruption, baggage and delay benefits, and global assistance (policy terms apply).
Learn moreBook a free consultation
514-588-8136 · info@tbfinancial.ca