Financial Services

We offer a full range of Group Benefits and Personal and Business insurance services — and we have access to all major insurance services across Canada — to find you appropriate coverage options at a great price.

Group Benefits

Our comprehensive Group Benefit plans offer your organization’s members peace of mind for their families, homes, education, retirement, and more.

  • Life Insurance
  • Corporate Buy/Sell Insurance
  • Disability Insurance
  • Key Person Insurance
  • Critical Illness Insurance
  • Employee Group Benefits Plans
  • Financial Planning
  • Tax Efficient Non-Registered Investments
  • Health Spending Accounts
  • Trust Accounts
  • Business Transition & Succession Planning
  • Mortgage Insurance
  • Annuities & GICs
  • Incorporate Business Owner Tax Planning
  • Retirement Planning
  • Segregated Funds
 

Personal and Business

Our personal and business insurance solutions protect you, your loved ones, and your business partners against numerous potential circumstances.

  • Life Insurance
  • Mortgage Insurance
  • Critical Illness Insurance
  • Buy/Sell Insurance for Business Partners
  • Key Person Insurance for companies
  • Travel Medical Insurance
  • Short- and Long-term Disability Insurance
  • Health Insurance

Our Financial Partners

Nicole Roussel - Wilson M. Beck Financial Services Ltd.

Nicole has been working in the financial landscape for nearly 20 years, helping her clients navigate the complex world of Retirement and Estate Planning. Nicole ensures that all aspects of wealth are protected; through volatile markets, accidents, and sickness, she will safeguard your planning by making it adaptable in the ever-evolving financial mosaic.

nroussel@wmbeck.com

Tricia Gagnon - Wilson M. Beck Insurance Services (Prince George) Inc.

Tricia has been working in the Financial Services industry for 15 years. Whether you're looking for protection for your personal assets, corporate assets, or employee benefits, Tricia is happy to provide you with solutions and explain your options in an easy-to-understand way. Tricia looks forward to working with you, and helping you benefit from the solid relationships she has built with industry markets over the years.

tgagnon@wmbeck.com

Investment and Insurance Services are issued and provided by Wilson M Beck Financial Services Ltd. or Wilson M. Beck Insurance Services (Prince George) Inc.

Apply for a Quote Today

If you’re looking for home, auto, commercial, or contract insurance — or if you just have a question — please contact us.