Protect the ones you care about most.

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Personalized for you- Financial Security

You’re unique. Your life insurance should be too.

About Us Mission & Values Why Us ?

Building your financial future – together

Whether you want help covering final expenses or building a legacy, you can protect your family or business with term or permanent insurance. Based on the coverage you need and amount you can afford we have a plan personalized for you.

Your goals are what matter to us, we actually take the time to get to know who you truly are and your priorities, to understand your concerns and values and to support you in an atmosphere of caring and trust.

Your insurance, we're on it!

To maintain our position as leaders in insurance and financial services by providing our customers with wide-ranging and custom-built solutions with supportive and personalized service.

Our main core values are embodied in all of our services, Professionalism, Empathy and Flexibility. With a customer-focused approach and access to a wide variety of effective insurance solutions with an unwavering commitment to top-quality support.

Personal Financial Services

In today’s complex world, it can be difficult to have confidence and peace of mind when it comes to your financial life. We understand this and the unique challenges you face in managing your financials to create wealth and planning for the future. We have experience to provide tax and wealth planning for individuals and their families. Our practice offers the judgement, experience, and capability required to help you achieve your goals now and for future generations.

  • PROTECTION

  • CREATE WEALTH

  • RETIRE IN STYLE

Building your financial future – together

Services

With vast knowledge in protection insurance – we offer a zero pressure service and stress-free way of understanding and applying for the protection you require.

Life Insurance

Whether you want help covering final expenses or building a legacy, you can protect your family or business with term or permanent insurance.

Disability Insurance

Would you be able to cover your mortgage, pay your bills or keep food on the table if you had to take time off work due to becoming seriously ill?

LTC Insurance

Long Term Care, consider your future healthcare needs as you build and review your retirement savings and income plans.

Health & Dental

Help protect yourself from regular health and dental costs and the expenses associated with disability, critical illness and long term care.

Travel Insurance

Keep your insurance close, no matter how far you travel. Get help covering your unexpected emergency medical expenses and more.

Retirement Plans

Knowing Your Retirement Plan is the Key to Retirement Planning, Remember, no one has a more vested stake in your retirement than you do.

Are you covered?

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Frequently Asked
Qestions

Many people are confused by Life Insurance. Here are answers to some of the best questions.

Do I need Life Insurance?

Life insurance is a way of supporting your family manage financially when you are no longer here. It is there to provide help to your family when they can’t rely on your income any longer. The pay-out can be used to pay off the mortgage or just make sure your family has enough money for essential bills.
Your monthly payment will vary depending on the type of policy, the size of the sum insured, your age and whether you are a smoker and or non smoker and a number of other factors.
You should buy enough life insurance to cover all of the needs you have identified. Figuring out what your life is worth – or what kind and how much insurance you need, is not that difficult. You can get an idea by discussing with us and help you through the process. Once you are done, you will know whether you need permanent insurance or term insurance, or both, and how much of each.
We will talk you through a few questions so that everything is in your application, it’s really vital that everything is disclosed so the life insurance company pays out on a claim.
Life insurance is very straightforward, if someone dies or is diagnosed with a terminal illness with twelve months or less to live they pay out the sum you are insured for.
No one likes to think about dying so its not something that is easy to discuss, however if you have a family it is definitely worth considering having a plan B in place so that the family don’t struggle financially.

Get in Touch

Send us an email or call us for a no obligation quote!

Contact Information

  • 6750-350 AVE DU PARC MONTREAL QC. H3N 1W7

  • 514-589-5706

  • info@lebovitsfinancial.com