Our Philosophy

You can't be a jack of all trades as well as a master of one.

We choose to be masters of one craft, life insurance.

We are experts in life insurance. Our primary focus is life insurance and its role in our client's overall estate planning needs.

Insurance is not the boogie man hiding in the closet. Insurance is one of Canadians' most valuable financial tools when implemented correctly.

When insurance planning is done correctly, it is not a simple set-and-forget strategy. Our team engages with our clients for life, often helping survivors carry out the plans we implemented years prior.

We believe in planning, not simply estate planning. Our promise to our clients is that we will help them structure, maintain, amend, and execute the plan when the inevitable happens.

We believe that by working together with your entire professional team, we can get the best outcome for you and your family.

As per Swell’s policy, we will always consult with your other professionals on the plans we are presenting to make sure your family’s goals are first and foremost.

Our philosophy is we will always do what’s best for the client. We are not afraid to share our reasoning, processes, or recommendations to the other professionals on your team because we are always doing what’s in the best interest of you and your family.

We are happy to partner with families who agree with our philosophy and work with professionals who share our values when it comes to multidisciplinary advisory work.