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How To Use Insurance To Provide Your Family With Financial Protection

How To Use Insurance To Provide Your Family With Financial Protection

by Financial Tech Tools | Oct 2, 2023 | Blog, life insurance

How To Use Insurance To Provide Your Family With Financial Protection The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you...
Investing as a Business Owner 2023

Investing as a Business Owner 2023

by Financial Tech Tools | Sep 1, 2023 | 2023, Blog, Business Owners, corporate, investment

Investing as a Business OwnerMany business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals such as: building and protecting your savingsproviding...
The Five Steps to Insurance Planning

The Five Steps to Insurance Planning

by Financial Tech Tools | Aug 1, 2023 | Blog, insurance, life insurance

The Five Steps to Insurance PlanningOne of the first “grown-up” things you do is to get insurance. Maybe it’s renters’ insurance when you’re first starting out. After that, you move on to life insurance, home insurance, and car...
Why A Buy-Sell Agreement Is Vital For Your Business

Why A Buy-Sell Agreement Is Vital For Your Business

by Financial Tech Tools | Jul 1, 2023 | Blog, Business Owners, Buy Sell

Why A Buy-Sell Agreement Is Vital For Your BusinessThe purpose of a buy-sell agreement is to establish a set of rules or actions (that are legally binding) for what must happen to a business if one or more of the business owners is no longer involved. Why does my...
Different types of life insurance explained

Different types of life insurance explained

by Financial Tech Tools | Jun 1, 2023 | Blog, insurance, life insurance

Different types of life insurance explainedYou may already have or are interested in life insurance because it can provide significant financial protection for you and your family. To get the best coverage that suits your needs and lifestyle, it is essential to be...
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Hal McInerney
President, WMS Financial

Financial Peace of Mind Today and in Retirement
CONTACT US

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T: (778) 834-5512
E: clientservice@wmsfinancial.ca

1706-1200 Aberni St.
Vancouver, BC
V6E 1A6

 

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