Equuis Wealth Management
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Insurance Protection

Does thinking of insurance feel overwhelming?

Get a clearer picture, it's really easy with help.
insurance protection

Insurance covers the people we care about


Here are a few important benefits to having insurance:
  • Maintain the value of your estate
  • Provides cash to pay bills
  • Offers a tax-free component
  • A savings/investment tool
  • Income replacement
  • Pay children's education
  • Pay off mortgage
  • Protect your income, investments, business & family

We can help you with the following insurance:


  • life insurance
  • disability
  • critical illness
  • business insurance
  • medical plans/coverage for personal and/or business
  • travel insurance
  • long term care


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phone
250-260-1104

email
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Location

5405 26th Street, Vernon, BC

Contact Us

250-260-1104

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Cash Flow Planning
Investment Planning
Estate Planning
Retirement Planning
Insurance Protection
Business Servic
  • Home
  • Get Started
  • Your Financial Plan
    • Cash Flow Planning
    • Investment Planning
    • Estate Planning
    • Retirement Planning
    • Insurance Protection
    • Business Services
    • Choosing a Financial Planner
    • Money Mindset Quiz
    • Stewarding Your Money
  • About Us
    • Advisors
    • Client Service Standard
    • Join Our Team
  • Resources
  • Contact