Wiest Insurance & Investment Management
Don't wait until it's too late, get the coverage you need before you need it.
Health/Dental
Don’t let an illness or an accident compromise your financial security.
Health & Dental Insurance
You take care of your health and you’re fit. That’s great! There’s no better time to think about your day-to-day health care expenses and how to protect yourself against unforeseen events. Because once you’re sick, you probably won’t be able to get the protection you need.
Illnesses and accidents can strike anyone at any time. We see it happen every day. And when they do, medical and paramedical expenses can climb very rapidly. However, your regular dental and vision care expenses can also eat up a sizeable portion of your budget in no time at all.
Banking on your provincial health plan?
Beware! Canadians may have a good public health system, but it doesn’t cover everything. Here are some of the services that provincial health insurance plans don’t cover:
- Services of healthcare professionals other than general practitioners or specialists (e.g., massage therapists, chiropractors, physiotherapists, homeopaths)
- Diagnostic services delivered outside the hospital healthcare system (e.g., magnetic resonance imaging [MRIs], scans, CT scans, and ultrasounds)
- Prescription Drugs
- Vision Care
- Dental Benefit
Don’t have group insurance?
Group insurance plans help compensate for some of the limitations of the public health system, and the majority of employees working for big companies make the most of these benefits. But if you’re a part-time, seasonal or contract employee, a consultant or self-employed worker, you may not have access to this type of coverage.
...While You’re In Good Health
Don’t wait until you have a health problem to do something about it. By then, it may be too late! Healthcare coverage protects you against health-related risks. This means that if you already have an illness, you could be eligible for coverage, but the care you need to treat the illness would probably be excluded.
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.
