WMB Speir Financial

Group Benefits

Financial Services We Offer:

  • Life Insurance
  • RRSPs
  • Corporate Buy Sell Insurance
  • Disability Insurance
  • TFSAs
  • Key Man Insurance
  • Critical Illness Insurance
  • RESP Education Funds
  • Employee Group Benefit Plans
  • Financial Planning
  • Tax Efficient Non-Registered Investments
  • Health Spending Accounts
  • Medical & Dental Plans
  • Trust Accounts
  • Business Transition & Succession Planning
  • Mortgage Insurance
  • Annuities & GICs
  • Incorporate Business Owner Tax Planning
  • Retirement Planning
  • Segregated Funds

Personal and Business

Personal and Business Services We Offer:

We offer a full range of personal and business insurance services and have access to all major insurance services across Canada to find you the best price. Life insurance in particular is a critical component of most people’s financial security plans and an equally important requirement for many business partnership agreements.

  • 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