Services for Families
Securing Your Future
The services we provide for individuals and families are designed to help you achieve a comfortable and secure future. From individual life insurance and living benefits that provide financial stability in unforeseen circumstances, to investment options to help grow your wealth, and financial analysis and retirement planning to help you achieve your lifestyle goals, we are there for you through every change and every stage of life.​
Get Started
Our process is tailored to you and your needs. You can get started right away with digital solutions to help us learn more about you or have our team guide you through information gathering and the full process. We'll work closely with you to create a pathway to financial success that's uniquely yours.
Self-Serve Options
We appreciate that our clients approach their finances in many different ways. If you are more a do-it-yourselfer than someone who enjoys regular meetings, we provide a number of different resources to help you get what you need for your finances.
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Self-Directed Investments
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Access Nest Wealth's self-directed investments to set up your RRSP, TFSA and other registered or non-registered accounts.
Individual Benefits and Conversion Plans
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Individual benefits plans are a great fit for those who are between jobs, newly graduated or not covered by employer benefits. Conversion plans on the other hand are an easy transition from a group plan to your own individual benefit plan after departing a job or making the change to retirement.
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Pacific Blue Cross offers a variety of coverage that is easy to apply for on your own, without needing to meet with a member of our team.
