This relationship gives us access to a wide range of a variety of insurance products. Our services enable you to quickly and efficiently access the best product out on the market that will fit your needs and your family.
Who We Are
Our great licensed professional insurance advisors will perform a needs analysis and find a plan that suits your budget, lifestyle and stage of life. You don’t have to pay us for finding you the best product. It’s our duty that we love taking care of our clients.
Helping individuals, businesses and communities prepare for times of uncertainty is at the heart of what we do. We are closely monitoring this evolving situation and will continue to provide updates.
Our Mission
To continuously educate and guide our advisors to provide the best financial advice for Canadian Families
Responsibilty
Establishing the client’s goals and needs as well as Discussing clients’ financial goals and educating clients on various ways to accomplish them.
Company Value
To be the most inclusive and sustainable wealth manager of choice for clients and staff alike.
What we offer
Life Insurance
Provides employees with a basic life insurance amount and the opportunity to supplement their coverage
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Group Life Insurance
Surex Life team works with groups to develop custom plans to their complete satisfaction.
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Optional Life Insurance
This is term insurance that is above and beyond the Life Insurance already included in your Group Insurance Plan.
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Surex Life Critical Protection
Covers any additional expenses, such as time off work, travel to receive treatments, plus home care.
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Accidental Death And Dismemberment Benefit
Offers protection in the event of accidental death and loss of limb.
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Dependent Life Insurance
Provides additional coverage for your employees' dependants. The following covered dependants are eligible, provided that they reside in Canada.
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Surex Life Critical Protection
This payment will help cover any additional expenses, such as time off work, travel to receive treatments, home care or the cost of treatments not covered by public health insurance. Recover your health without seeing your financial health decline, thanks to Critical Protection.
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