Skip to content

ScotiaMcleod

Becoming A Client
We take great pride in communicating with our existing and potential clients alike. Below you will find many useful tools to help us better service your needs...
 
 
Insurance Audit and Reviews
Clients of The Symons Group have access to a full and impartial Insurance Audit and Review. Greg Symons is a fully licensed Insurance Broker who, working with our consultant Steve McInnis, can assist you in determining the insurance solution that's right for you and your family. The protection of assets and income is often an important financial goal for clients.
 
Along with strategies for your investments, estate planning, and borrowing and banking, insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture.
 
Maybe you are looking at ways to minimize your mortgage insurance costs or a way to save on taxes. It could be that you would like to discuss the best way to make a charitable donation, or generate the highest possible after-tax retirement income - whatever your stage in life, insurance can help you achieve your financial goals and ensure the security of your future.
 

Find out how The Symons Group at ScotiaMcLeod' can help you sort through options for coverage that's right for you. 

  • Wealth Creation. Life insurance products can be used to help build your estate while protecting your loved ones in the event of death or disability.
 
  • Wealth Enhancement. Annuities and life insurance products can help ensure that you get the retirement lifestyle you desire, and provide financial security for your heirs.
 
  • Wealth Preservation. Life insurance can play a role in preserving an estate to help protect and maintain the lifestyle of your family in the event of death.
 
  • Business Planning. Protect both your family and your business, by addressing a host of risk management and estate planning issues.
 

All insurance products are sold through ScotiaMcLeod Financial Services Inc., the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing life insurance products, ScotiaMcLeod Investment Executives and Financial Planners are acting as Life Underwriters (Financial Security Advisors in Quebec) representing ScotiaMcLeod Financial Services Inc. The information contained on this website is for use by persons resident in Canada only.