Everything you need to achieve your financial goals.

Frequently Asked Questions

What insurance company are you affiliated with?

Lots of them! As a licensed insurance broker, I hold contracts with several different insurance providers. This allows me to give you the coverage you need, at the best rates possible.

What provinces are you licensed in?

I hold a license in both Alberta and British Columbia, and I’m happy to work with clients in both provinces!

What information do you need to be able to run a quote?

Just your name, date of birth, and whether or not you smoke. Please also indicate the type and amount of coverage you are looking for, so I can provide you with the best options for your needs!

Do we need to meet in person?

No! I have been conducting virtual consultations with clients across British Columbia and Alberta since 2018. Everything is done online, and documents are signed securely through DocuSign.

Can I get insurance if I have filed for bankruptcy?

Absolutely. At TM Financial & Business Advisory, my primary goal is making sure you’ve got the coverage and support that you need. Get in touch today and book a consultation, and we’ll discuss your options.

Can I get insurance if I have a health issue, or have been previously declined?

Yes. I work with many carriers who specialize in this area. Get in touch with me, and let’s discuss your insurance needs!

Am I able to run my own online quote?

No, but if you’re looking for an insurance quote, I’m here to help! As a licensed insurance broker, I have access to several different carriers to get you the best possible rates.

Why do I need insurance? Isn’t it better to just save money each month?

While I highly encourage saving and investing your money, having insurance coverage is essential to a healthy financial plan. Life insurance will protect your loved ones from financial hardship in the event of your death.

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