Insurance
To provide the business or family financial protection in the event of death
In the event of a critical illness, provides a lump sum payment that will provide you with financial ease as you focus on recovery
Investments
Registered Investment accounts are given a tax-advantageous status by the government. These investments include RRSP’s, RESP’s, RIF’s, LIF’s, LIRA’s, LRSP’s, IPP’s and RCA’s.
It is a way for individuals who are 18 and older and who have a valid social insurance number to set money aside tax-free throughout their lifetime. Contributions to a TFSA are not deductible for income tax purposes.
General investment account where you can invest in a wide-rage of assets and are required to pay taxes annually on income generated by the account.
Insurance
To provide the family financial protection in the event of death
Helps protect income in the event of illness or disability that would withdraw your ability to work. Also allows you to focus on recovery without income stress.
In the event of a critical illness, provides a lump sum payment that will provide you with financial ease as you focus on recovery
Investments
Also known as permanent life insurance, Whole Life Insurance is intended to provide coverage for as long as the life insured lives.
Registered Investment accounts are given a tax-advantageous status by the government. These investments include RRSP’s, RESP’s, RIF’s, LIF’s, LIRA’s, LRSP’s, IPP’s and RCA’s.
It is a way for individuals who are 18 and older and who have a valid social insurance number to set money aside tax-free throughout their lifetime. Contributions to a TFSA are not deductible for income tax purposes.
General investment account where you can invest in a wide-rage of assets and are required to pay taxes annually on income generated by the account.
Insurance
For Key employees to provide the business or family financial protection in the event of death
Is used as a corporate investment strategy. It provides a tax efficient option to transfer assets and bypass passive corporate income tax rules.
Provides health benefits for employees.
Designed to insure an employee essential to business operations in which if they were absent, would be difficult to maintain.
Designed to fund the purchase of the shares for the deceased owners share of the partnership.
Our Approach
Relationship
Discovery
Analyze
Review
Implementation
Follow-Up
Why Currey Insurance & Investments?
In operation since 1953, Currey Insurance has been helping individuals, families and businesses with successful insurance and investment advice. The Currey Insurance family will help you achieve your financial goals and provide you and your family with peace of mind.
Get in Touch
We offer a wide variety of services and our team will be happy to walk you through all plans.
Who We Work With
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amazing companies.
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