Coverage for Every Need and Budget. Choose from affordable, simple protection for a young family to permanent coverage that can help build and protect your wealth. Life insurance creates financial security for you and your loved ones.
With increasing life expectancy rates, living benefits should become an important part of your financial plan. What will you do if you are faced with an accident or illness? Critical illness, disability, and long-term care insurance address these worries.
Supplemental health care and dental insurance plans can help you pay many common medical expenses that are not covered-or only partially covered- by government health insurance plans.
There is more to building a Financial Plan than simply putting money aside or choosing appropriate investments. Whether you’re building wealth, saving for higher education, planning your retirement, buying or selling a business, investing an inheritance or pondering your legacy, you need a comprehensive financial approach – one that looks not only at your investment strategy, but tax ramifications, risk tolerance, insurance coverage, loans and non-financial assets like real estate or personal property.
We offer several product options to help meet your savings goals. From segregated fund policies to guaranteed interest options— whether you’re saving for retirement, post-secondary education or a new home, we can help.
Everyone’s economic and life situation is unique, Sergio will keep that in mind when providing financial advice. He believes that personalized service is essential when matching clients with the right financial products and services. As a Financial Advisor, he is dedicated to learning about your personal goals.
Harvest Capital offered me a very professional service and solutions according to my necessities.
I truly recommend Sergio.
-Edric Rodriguez, Etobicoke, On-
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