Wiest Insurance & Investment Management
Coverage when you need it.
Disability Insurance
The ideal solution if an accident or illness prevents you from working in the long or medium term, which will affect your finances and standard of living. The disability benefit if set up properly will be a tax-free payment.
Disability Insurnace
Provides you with a monthly income to compensate for the loss of earnings due to a disability. As a result, you can continue to meet your financial obligations as well as cover expenses related to your physical condition. You are able to select the length of time you would require the benefits to be paid, as well as the length of waiting period from the time of disability for which the benefit kicks in. Obviously, these two decisions impact the cost of insurance.
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.
