Building A Team You Can Depend On

Excellent Customer Service and the Best Advice in Calgary

Life Guard Insurance’s team is an association of insurance professionals, Estate and Tax Lawyers, Professional Accounts specializing in business and personal tax, and insurance product specialists.

Financial Management Calgary, a PPI Solutions Company

Financial Management is Life Guard Insurance’s key industry partner. Established in 1978, with over 30 years of experience as a Managing General Agency (MGA) in Calgary and Southern Alberta, Life Guard Insurance has access to some of the most experienced and advanced risk management services available. Financial Management prides itself on delivering ongoing advisor education and development, advanced case work for unique insurance applications and industry leading technology to support best in class customer service.

 

The Calgary Financial Management office is run by Jeff Borden, Vice President, FM Calgary, who is also an  Executive Member of the Advocis Calgary Chapter.  Life Guard Insurance also is supported by Mike Bibby, Brokerage Manager at Financial Management Calgary; one of the most experienced technical insurance specialists in Alberta today. Through Financial Management’s strong connections to all Canadian insurance companies, and their excellent service to clients and brokers alike, Life Guard Insurance is partnered with the very best MGA for back office support and underwriting case work in Calgary today.

 Estate and Trust Legal Services

When it comes to getting your affairs in order, you need proper legal advice. Through Life Guard Insurance we can provide referrals to some of the best law firms in Calgary for building Living Trusts or Testamentary Trusts (through your will) so that your financial affairs are in order. Designing a proper will, power of attorney, enduring power of attorney and personal health directive are other key components of having all your affairs in order. We also have partnerships with law firms that specialize in doing wills for complex family and business situations.

Tax and Business Accounting Services

For business owners or those with complex investments, like foreign property, getting the right accounting advice is paramount. Life Guard Insurance has relationships with accounting firms which specialize in more complex business and personal tax problems, finding ways to restructure assets and business to ultimately save you thousands, if not hundreds of thousands of dollars. The tax and business accounting firms work closely with the law firms we have in our stable to make sure your affairs are restructured properly, and the Canada Revenue Agency can find no holes in the plan to drive their tax collectors through.

Estate Planning and Health Insurance Specialists

At Life guard Insurance we do not think we know everything about financial planning. Often, when faced with a more complex situation, we rely of our associates within Customplan Financial or the advanced case workers provided to us from the different insurance companies to help advise on your case. We believe in assembling a team to consult on large, complex risk management cases. Some of our associates have expertise in health insurance, like Critical Illness Insurance, Long Term Care Insurance and Disability Insurance. Other have focused on Estate Planning strategies to help clients. What ever your situation, at Life Guard Insurance we will assemble the team we need to consult on your unique situation and recommend the best plan for you.

 

Find out more about Life Guard Insurance’s values and philosophy, or you can contact us for more information.

Life Guard Insurance is currently expanding its team of insurance associates in Calgary and Southern Alberta. If you are looking for excellent support and growth potential, please contact Mitch Reynolds, President of Life Guard Insurance.