Risk and Insurance Management

Risk is a part of life...
Having a risk management plan in place lets you focus
on the positive and enjoy what you have built.

We want to help you take the worry out of the unforseen.

The best offence is often a good defence.
Essential Elements of an effective risk mitigation package
  • ASSET PROTECTION STRATEGIES
  • LIFE AND DISABILITY INSURANCE PLANNING
  • LIVING BENEFITS
  • TAX EXEMPT AND DEFERRAL PLANNING
  • SUCCESSION STRATEGIES
  • STRUCTURE AND DOCUMENTATION

""I have partnered with Jamie List for all my insurance planning and investment needs since 2002. Jamie’s attention to detail, industry knowledge and ongoing communication have ensured that my assets are being managed in alignment with my future goals.""

− Wendy Oliver, Mississauga

"Jonah’s insurance recommendations were thoughtful and analytical. He ensured I was well informed throughout the process and delivered a great outcome. I look forward to working with Jonah again soon."

− C Lewis Sales Agency – Cynthia Lewis, Oakville

The best way to profit from a risk management
discussion is to understand what hazard is in the way...

Then, we create strategies to avoid, neutralize or even profit from those risks.
It is a central focus in our planning approach because it is low-hanging fruit:
the greatest threat to your wealth is often the easiest to plan for.

We will work with you to ensure that you have time and
money to make the right decisions when the moment calls.


With proper planning, you should never be forced to make a decision you don't want to.

Our Approach:

Ask yourself these four questions:

What?

What do I have that is at risk? Is it property, an asset, earning potential, or your legacy into the future?

How?

How will you manage that risk? Will you defer to others, transfer or eliminate altogether? How will you secure the proper documentation and planning?

Can I make it better?

Risk management is not a zero sum game. Often, there are strategies that can enhance your current situation.

Can I profit from this?

Risk management concerns traditionally focus on downside. A different perspective can look beyond and create opportunity.

A good risk management plan will protect and create opportunities to build wealth.

Our program is designed to protect what you have, provide for the unforeseen and to take advantage of opportunities that are beneficial to you and your employees.
Do you have questions about risk mitigation?