Protect What You’ve Built. Secure What Comes Next.
Plan Today. Secure Tomorrow.
Life, critical illness, and estate strategies designed to safeguard your wealth and your family’s future.
Why it matters
Building wealth is only half the journey; protecting it is the other. Without the right insurance and estate planning, a single event, illness, accident, or loss can undo years of hard work. Many Canadians are underinsured or relying on outdated coverage that leaves families and businesses at risk.
What we do
Life
Insurance
Safeguard your loved ones with tailored coverage.
Critical Illness (CI) & Disability Protection
Income security when life takes an unexpected turn.
Estate Planning
Solutions
Go beyond a standard will to protect your legacy for generations.
Segregated Funds & Investment Insurance
Growth potential with added guarantees.
Tax-Smart Structures
Optimize coverage to minimize estate tax impact.
Accredited Expertise
Licensed professionals with designations including CPA, CFP, CLU, and more.
Integrated Approach
Backed by iWIN Wealth Planning’s combined tax, real estate, and financial expertise
Learn & Take Action on Your Wealth
Your journey to financial clarity starts here.
The best financial decisions come from knowledge and clarity. That’s why we’ve created a free tool designed to help Canadian investors, professionals, and business owners understand where they stand, and what to do next.
OUR TEAM
Integrated financial, tax, insurance, and estate planning for Canadian investors and entrepreneurs.
Co-founded by Erwin Szeto and Cherry Chan, supported by a team of accredited wealth professionals.
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