Wiest Insurance & Investment Management
Coverage for every stage of your life.
Welcome to Wiest Insurance& Investment Management
Wiest Insurance and Investment Management, as an independent brokerage firm, is able to offer an array of products and services through its many insurance and investment company partners and therefore is able to assist our clients with all of their insurance or financial needs.
Insurance Planning
Investment Planning
Agriculture
Corporate & Small Business
Insurance Planning
As an Independent financial advisor, my team will provide services tailored to each client’s needs and objectives. Proper planning now can help reduce emotional and financial stress when the need for insurance arises. Adequate insurance for life and long-term care is essential, and careful planning is crucial to nearly any financial goal. Having insurance coverage in place is invaluable, allowing you to focus on what matters most and not worrying about finances.
Investment Planning
Because Wiest Insurance and Investment Management is an independent firm, we are empowered to deliver unbiased advice and are not restricted to certain investments or proprietary products – solutions are customized to meet your needs and investment objectives.
Allow us to help navigate your retirement planning, tax, estate, philanthropic or business succession plans.
Agriculture
Agriculture continues to be one of, if not the most important industry in Alberta…yet we have seen drastic intergenerational changes. Being raised on a 4th generation crop and cattle farm in Southern Alberta, I have the ability to work with you in developing a financial plan that focuses on successfully transitioning your farm…whether that means succession planning or sale planning. If you are expanding, or have current debt that is insured through your bank or lending facility, allow Wiest Insurance and Investment Management the chance to shop out your insurance needs and bring back a cheaper and better solution!
Corporate & Small Business
You need professional advice and guidance that can help you develop the right plan for your future and the future of your business. Wiest Insurance and Investment Management will provide sophisticated planning solutions for your business including qualified retirement plans, succession planning, buy-sell agreements, risk management, nonqualified executive benefits, and employee benefits along with developing investment and savings accounts owned by your corporation to grow your retained surplus cash.
Life isn't about finding yourself.
Life is about creating yourself.
Articles & Blog
Now the solutions to your financial problems are right at your fingertips! Our blog is a general source of information that will help prospective and current clients find the answers to their insurance and investment concerns. The blog will continually be updated with relevant news and information on all walks of financial planning. Wiest Insurance and Investment Management would like to encourage you to continue to visit our blog to keep up to date with the changing financial world, as well as to learn how they can help you with your insurance, investment, estate planning, and retirement planning needs.
Funding a Buy/Sell Agreement using Life Insurance
Buy/sell agreements provide for the transfer of the ownership of the business in different circumstances death, disability, retirement or disagreement. At death or disability, for example, the remaining owners may not want to be in business with the deceased owner’s heirs or the non-active disabled owner. As well, the heirs or disabled owner may prefer … Continued
Continue ReadingShould your business partner die, will your business survive?
Should your business partner die, who would inherit his portion of the business, his wife, or his children? The sudden death of a shareholder in a closely held corporation can be a significant loss to the company’s on-going operations. It will leave a hole in the management team and could cause severe strain in decisions … Continued
Continue ReadingGet A Free Quote
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Contact Us
We are available 9-5, Monday-Friday to answer any questions you may have about insurance or investments, or to provide you with a free quote.
WIEST INSURANCE &
INVESTMENT MANAGEMENT
Phone: (403) 380-6280
Fax: (403) 327-9724
420 - 13th Street North
Lethbridge, AB
T1H 2s2
