Welcome to Insurance With Beatriz

 

Step into a world where your financial future takes center stage.

Here, it's not just about numbers; it's about honoring the hard work YOU do.. that fuels the heartbeat of our society. 

Picture retirees passing the torch to a new generation – equipped, empowered, and ready to build. 

It's a refreshing breeze in the world of insurance planning, crafted with insights from our own skilled trade roots.

 

Let's paint a future that puts you at the forefront.

Services

Tax Planning

Not CPAs, but strategic financial partners.

We collaborate with certified professionals for tax planning aligned with your business goals.

Financial Planning

Partnering with certified financial planners, we offer straightforward financial planning to keep (or get) you on a winning track.

Life Insurance Planning

Have the right insurance policies in place, to protect from unforeseen events

Frequently Asked Questions

How can financial planning benefit my business?

Financial planning gives your business a roadmap for long-term financial success, protecting against risks, and optimizing your resources.

What types of insurance do you offer?

Key person insurance (protects against training cost if you lose that key person that carries your business success),

Insurance to fund buy-sell agreement (protects you and your partners interests),

Term insurance (lower the risk of your business debts),

Permanent insurance (plan your exit from the company),

Etc.

How do you customize financial plans for each client?

We customize financial plans by conducting a thorough analysis of your business's financial situation, goals, and risk tolerance, ensuring a personalized approach.

“Beatriz and Brian have been an invaluable partner in helping us protect our business.

Their personalized approach and expert advice have given us peace of mind, knowing that our financial future is secure.”

— Sarah J.

Contact us

Get in touch with us today to secure your financial future.

Location

Insurance With Beatriz
Canada

Why choose us

We're not sure you should (Just yet)

Below in three simple points, is who we are. (You can read our full story in our blog)

  • Industry Insight: Grown in skilled trade families, we comprehend your unique needs.
  • Real Solutions: No sales pitch, just real solutions for your business.
  • Commitment to Change: We've seen the worst, and we're committed to making it better for you.