Income disruption
What happens if you're unable to work for a period of time.
Wealth Protection
Protect what you've built.
Consider strategies designed to help protect your wealth, your income and the people who matter to you.
Book a ConsultationA good plan plans for the unexpected.
Growing your wealth is only part of the picture. Life and business can change without warning, and a thoughtful plan considers what could get in the way.
We help you look at the risks that matter to you and explore ways to prepare for them.
What we help you consider
Health events
How a serious illness could affect your finances and your plan.
Your family's security
Helping the people who depend on you stay financially secure.
Business continuity
How your corporation and your plan carry on if something changes.
Claims and liability
Questions about how your assets are held, best explored with your lawyer.
Passing wealth on
Making sure your wishes and beneficiaries are clear.
Protection is a team effort
You
Your goals lead
What matters to you decides what's worth protecting.
K&M
We plan with you
We bring protection into your wider wealth and retirement plan.
Advisors
Specialists help where needed
Your lawyer, accountant and other licensed professionals may be part of the picture.
How it works
- 01
Understand
We learn what you want to protect and what worries you.
- 02
Plan
We explore options that fit your situation and goals.
- 03
Implement
We help put the appropriate strategies in place, with your advisors.
- 04
Review
We revisit your plan as your life and business change.
Common questions
Is wealth protection the same as insurance?
Not exactly. Insurance can be one part of a protection plan, alongside how your assets are held, who your beneficiaries are, and your legal documents.
Can you guarantee my assets will be safe?
No. No strategy is foolproof, and the rules that apply depend on your province and circumstances. We help you explore sensible options.
Do I need a lawyer?
Often, yes. Questions about liability, ownership and estate documents are best answered with legal advice, and we're glad to coordinate with your lawyer.
Is this only for people with large estates?
No. If you've built something worth protecting, it's worth having a plan for it.
How often should I review my plan?
Whenever something significant changes, such as your family, your business or your goals, and at regular check-ins.
Interested in this service?
Tell us a little about yourself and we'll be in touch about the best next step.
Please don't include sensitive personal or financial details in this form. Content on this page is general information and not legal, insurance or personal financial advice.