Wiest Insurance & Investment Management
Keeping you covered, wherever you are.
Travel Medical Insurance
Before you travel... choose protection that suits your travel plans.
Multi-Trip Annual Plan
Emergency Medical or All-Inclusive coverage for any number of trips taken within one year. Choose 4, 10, 18-day options plus a 60-day option for the Multi-Trip Emergency Medical plan. Convenient. Economical. Buy once and... just go.
Single-Trip Plan
Coverage for one trip. Choose Emergency Medical or Trip Cancellation, Interruption & Delay Insurance. Or buy our All-Inclusive plan with Emergency Medical, Trip Cancellation & Interruption, Baggage Loss, Delay & Damage, and Flight & Travel Accident coverage in one plan.
Visitors to Canada Plan
Offers coverage for one trip with optional Trip Interruption coverage. Flexible. Easy. Wise.
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.
