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Reduce Business Risk to win the Game

Start-up firms and smaller companies are especially vulnerable to potentially devastating financial risk because they often lack big company sophistication and in-house risk-control expertise.

We will help you gain control of your financial risk.

Life Insurance. We help business leaders provide appropriate life insurance to pay off debts and/or the mortgage, educate the kids, and/or provide income for a spouse or a disabled dependent.

Business Disability Insurance. We will examine your need for income replacement insurance that can help replace your paycheque in case you get hurt or sick.

Key Person Insurance. We will assess your need for an insurance policy designed to provide a benefit to provide funds to hire the right person if a key individual becomes sick or dies.

Critical Illness Insurance. If a business owner develops cancer, has a heart attack, or a stroke, the illness can wipe out a small business. We have many plans to protect you from such concerns.

 

 

Insurance products, including segregated fund policies, are offered through Utley Financial Group and Darrin Utley, Stephanie Sparks, Dianne Downie, Cody Wilkins and Kimberly Roe offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

For the Quadrus privacy policy, click here.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

Affiliated with Canada Life Assurance Company.

Utley Financial Group is a proud member of:

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