Why Insurance Town
Wealth Inc.
We simplify financial planning strategies for business owners, families and professionals. We help you anticipate upcoming needs and plan well in advance to provide you with the best longterm results.
When you choose to work with us, you’ll benefit from our partnerships with our network of professional accountants, lawyers and other professional advisors.
We create a collaborative environment for clients to engage with their financial plans so they can reach all of their life milestones. Together we will build trusting relationships with likeminded individuals.
Estate Planning
Estate planning involves determining how an individual's assets will be preserved, managed, and distributed after death or in the event they become incapacitated. Our team of experts can help you make the process seamless and more tax efficient!
Financial Planning
A financial plan is about more than just saving and investing. It’s a plan that helps you navigate your short, medium, and long-term financial goals. Understanding all of the elements that go into your plan will help you stay on track. This is especially true for business owners who don't always get the proper holistic advice they need to consider all of their wealth, both personally and within their business.
Insurance Planning
Insurance can be confusing and overwhleming for many clients.. We are experts in this area and will help you make an informed decision. Whether its personally owned, or corporately held, we assess your needs before we make recommendations. Our process leads to better informed clients, who feel empowered to make good choices.
Business Insurance
Strategies
Corporately held insurance contracts require expertise. This area can be very complex, but it has many benefits to you as the business owner. We work with our team of professionals and yours to make sure these recommendations lead to the best results for your business and your family. There are endless tax considerations in this space, and we have the knowledge to navigate this space with you.
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You Can Expect To Hear About The Topics Below & More.
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Permanent Insurance to address terminal tax liabilities
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Permanent Insurance for business succession planning
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Critical Illness to protect business owners and families
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Segregated Funds for Estate Planning
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Term Insurance to protect your financial future
Our Promise To You
Better Service
We believe in the importance of maintaining our relationships. It all starts with better service.
Better Value
Our team based approach extends beyond our own staff and includes industry professionals including lawyers, accountants and other industry experts.
A Better Experience
Our goal is to help you make informed decisions and provide outstanding customer service.
Why Choose Us?
Insurance Town Wealth Inc. was created with our clients in mind. We have proven our committment to continued education to conintue to add value to advisors and clients. There’s evidence of this in our pursuit of relevant industry designations including our Certified Financial Planning and Chartered Life Underwriting designations. We use our experience and expertise to help you navigate the complex financial market.
We get to know our clients and understand their needs before making any product recommendations. We believe in the importance of building trust in our relationships with our clients to build lifelong partnerships.
Whether it’s a coffee, a dinner at our place, or a stop in at yours, we want our clients to feel comfortable not pressured.
Experience
ITW Inc. brings over two decades of financial services experience to you. You can count on professionalism, timely service and sound advice.
Needs Based Approach
We pride ourselves on understanding our clients needs first. Once we understand your needs and goals, then we can implement recommendations.
Client Centric
At the end of the day, it’s all about you! We understand the importance of your hard earned money and this process should be collaborative with your goals at the center of every decision we make.
Trust Us
Trust is paramount to a successful client-advisor relationship. Our process is based on top industry standards governed by our professional designations. You can trust we’ve done our part to ensure the best advice possible.
I want to highlight the exceptional service provided by Dan at Insurance Town Wealth Inc. My business partner and I needed insurance for our corporate planning, and Dan offered outstanding consulting advice. He not only went above and …Read More
- Larry Panacci
I had a great experience with this company.
Dan was specifically recommended to me as I was looking to replace an existing insurance policy from a previous employer. He was great to deal with, helped me figure out what.
.. Read More
I want to express my heartfelt gratitude to Dan and the exceptional team at Insurance Town Wealth Inc. Dan played a crucial role in assisting us in obtaining both personal and corporate life insurance policies. The entire process, under his
Contact Us!
Dan D’Silva CFP® CLU®
Insurance Consultant
Manulife Wealth Insurance Services Inc.
519.741.6782
danny@insurancetownwealth.ca
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Briana D’Silva CFP®
Financial Planner
Manulife Wealth Insurance Services Inc.
519.502.5933
bri@insurancetownwealth.ca