Estate Planning

An estate plan can ensure your property is managed effectively while you’re alive and also that your wishes, such as distribution of assets and minimization of taxes, are carried out following death.



The goals of estate planning can include preserving wealth by taking advantage of tax planning opportunities; conserving assets; supplementing income for retirement or for supporting dependants; or ensuring equity in estate distribution. Life insurance can fund these goals.

  • Term life insurance is well-suited to meet high, short-term protection needs for the lowest initial cost.
  • Permanent life insurance can protect you for your lifetime, as well as provide a tax-advantaged savings component.

The professionals at Corey Insurance Services are Independent Brokers who have access to virtually all major insurance companies in Canada allowing them to offer you unbiased advice.

"We want to share with our clients important information that will guide them to making an educated decision on their insurance needs. We work on their behalf, not the insurance companies.” - Blair Corey Trusted Insurance Provider

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