Currey Insurance

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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

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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.

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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

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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.

Learn More
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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.

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Investments

Outside of passive income rules

Outside of passive income rules

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Our Approach

Relationship

Relationship

We aim to build the best relationship possible with clients or potential clients. In our initial meeting we will explain the services we provide, how we are compensated, and what we can do to help assist you with your planning needs.
Discovery

Discovery

We take time to collect important data points surrounding your personal preferences and financial situation coupled with your goals, timeline, and comfort level when taking risks.
Analyze

Analyze

We will consider all aspects of your situation to determine the best strategies to help you meet your goals. This analysis includes examining your assets, liabilities, cash flow, current insurance coverage, investments or tax strategies.
Review

Review

We will review the recommendations we have made including an explanation of our planning rationale.
Implementation

Implementation

Upon a clients acceptance, we will carry out the recommendations and coordinate with your other professionals as necessary (accountant, lawyer, stockbroker etc).
Follow-Up

Follow-Up

We will do periodic reviews as necessary to ensure we are maintaining the course we have set out on. Changes may often occur, and we will help coach you throughout our journey.
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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.

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Get in Touch

We offer a wide variety of services and our team will be happy to walk you through all plans.

Contact

Who We Work With

We have the opportunity to work with
amazing companies.

canada-life-bw
Forestors
cpp
Manulife
Equitable
EmpireLIfe
rbc
bluecross
sunlife

Testimonials

See what everyone is saying about Currey Insurance & Investments.

Jonathan

Shane has been looking out for my financial interests for many years. He has always been able to communicate effectively any product that he recommended, and always reaches out if he sees opportunities for me and my financial well being. I would and have recommended Shane to many friends and family.

Jonathan Murray
Sports Medicine/Endoscopy Sales at Stryker
corneau

Shane and his team at Currey insurance have been nothing less than fantastic with supporting and advising me with many facets of my personal and business life. With Shane’s vast knowledge of business, investing, retirement and estate planning I am confident I have the right guy in my corner. Not only have I benefited from his expertise, he has been a true pro through the whole process.

Mike Corneau
Owner at TCU Development Corporation
ryan

Shane helped make sense of the complexities of determining the right insurance portfolio for my personal needs. Shane’s knowledge, professionalism and attention to detail helped immensely. I would highly recommend Shane for any Investment or Insurance advice to friends and family.

Ryan Rutherford
Officer, Development Information
david

World class. I could list all the technical qualifications Shane has, but ultimately what sets him apart is his drive to help you achieve your financial goals. Are you truly serious about securing yourself financially? Get off LinkedIn and meet with Shane. You’ll thank me later.

David Labentowicz
Director at Point One Performance
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